Notes
- Although present in the UI, BYO App using Client Certificate is currently unavailable. We are working on a resolution for this issue at this time.
- GoDaddy-Hosted Office 365 is currently not supported with the Graph Endpoints at this time.
- Due to Graph API limitations at this time, Archived Mailboxes migrations are not fully supported using the Graph API. If your migration involves Archived Mailboxes, you should use EWS (PST Migrations) to perform your migration project until the Graph limitations are resolved by Microsoft and we are able to extend support for this scenario using the Graph API.
This is the complete onboarding task flow for migrating PST files (Outlook Data File) into Microsoft 365 mailboxes using Graph API.
MigrationWiz
MigrationWiz is a migration solution (not a synchronization solution) and will NOT propagate updates, deletes, or moves of the items previously migrated in the first migration pass because 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.
First migration?
We’ve created a guide on scoping, planning, and managing the migration process for your use. If this is your first migration, we recommend reading this guide carefully.
For more information on how to set up a project using Azure Storage, read the Azure for MigrationWiz article.
The key difference for PST migrations, when compared to standard mailbox migrations, is that the PST files need to first be discovered and then uploaded to a secure Azure Storage account, before they can be migrated into the mailboxes on the Destination, using MigrationWiz.
Prerequisites
Review and meet the following requirements for PST files:
- PST files need to be in Outlook 2003 (or later) format.
- PST files cannot be corrupted. We do not provide an automated solution for repairing or migrating corrupted PST files. In case there are corrupted PST files, fix them before performing a migration.
- If UploaderWiz is installed:
- Windows Vista or later is required for desktops. Mac OS is not supported.
- Installed .NET 4.6 or later.
- Permission to run a command prompt as Administrator.
The key difference for PST migrations, when compared to standard mailbox migrations, is that the PST files need to first be discovered and then uploaded to a secure Azure Storage account before they can be migrated into the mailboxes on the Destination, using MigrationWiz.
Licensing
We recommend that you purchase User Migration Bundle licenses for this migration scenario. User Migration Bundle licenses allow the performance of multiple migrations with a single license. For questions on licensing, visit Which Migration License Do I Need?.
To use your license by following the next steps:
- Review Considerations.
- Purchase Licenses.
- Create a Customer.
- Apply Licenses.
Licenses are released once payment has been received:
- Licenses are available immediately upon payment if you purchase via credit card.
- If you purchase via wire transfer (100+ licenses), the licenses will be available once payment is received and accepted.
- We do not accept purchase orders because of processing overhead.
In both cases, you will be notified by email that payment has been accepted and licenses are available in your account upon notification.
For more information on licensing, including coupon redemption and other licensing types, see our Which License Do I Need? guide.
Purchase licenses by following the steps below:
- Sign in to your BitTitan account.
- In the top navigation bar, click Purchase.
- Click the Select button and choose User Migration Bundle licenses.
- Enter the number of licenses you want to purchase. Click Buy Now.
- Enter a Billing address if applicable.
- Click Next.
- Review the Order Summary and enter a payment method.
- Click Place Your Order.
Create Customer on MSPComplete by performing these steps:
- Click the Add button in the top navigation bar
- Click the Add Customer button on the All Customers page
- Select the appropriate workgroup in the left navigation pane and click All Customers.
- Click Add Customer.
- Enter the new customer’s information in the Add Customer form. Primary Email Domain and Company Name are required. The rest are optional.
- Click Save.
- Repeat steps 1 through 4 for each customer you want to add.
Perform these steps on MSPComplete:
-
Select the correct workgroup on the top of the left navigation
pane.
Important
This is the workgroup which the customer and migration projects were created under. Your account must be part of the workgroup if the project was not created under your account. - Click Customers on the left navigation pane.
- Click the customer that employs the user to whom you want to use the User Migration Bundle license.
- Click the Users tab at the top of the page.
- Apply the license to the users by checking the box to the left of their emails.
-
Click the Apply User Migration Bundle License
button
at the top of the page.
Tip
We recommend adding users to the Customer page with the vanity domain. Then apply the User Migration Bundle Licenses, before editing to show the .onmicrosoft domain, if the .onmicrosoft domain will be used for the migration. -
Click Confirm if at least one unassigned
User
Migration Bundle license is available for each selected user.
Important
If there are no User Migration Bundle licenses currently available to be assigned and your role in the workgroup is Manager or higher, the form that appears provides all the necessary information and will walk you through the steps of purchasing User Migration Bundle licenses.
Limitations
- Archive Mailbox as a destination is currently not supported. Support for this option is planned for a future release.
- Due to Microsoft limitations, using Delegate Permissions with Graph API is not supported at this time. Only Application Permissions can be used.
- Pinned/Flagged Emails are migrated but not Pinned/Flagged in the destination environment.
- Threading (email messages that belong to the same conversation) is not supported and will require Manual implementation.
- Delegate-level calendar access isn't supported by Microsoft Graph. It's automatically downgraded to Free/Busy-only.
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.
PST Files from your Azure storage
- Folders
- Contacts
- Calendars
- Tasks
- Journals
- Notes
PST BitTitan Storage
PST Files are uploaded to BitTitan Storage using the UploaderWiz tool.
- Folders
- Contacts
- Calendars
- Tasks
- Journals
- Notes
PST Files from your Azure storage
- Follow Up flags
- Items located in the root folder of the mailbox
Prepare the Azure Environment
- Estimate Azure storage costs. This step is optional but is useful to provide the customer with upfront storage costs ahead of time.
- Buy an Azure subscription, or use the free one-month trial. The trial option is only viable if you are performing a very small migration.
- Create an Azure storage account. You will need to set up a STORAGE (General Purpose v2) account rather than a storage blob.
- Take note of the storage account name and the primary access key. (In Azure, from the storage screen, click Manage Access Keys at the bottom of the screen). These need to be entered into the MigrationWiz migration project when specifying the destination settings.
To create the Azure storage account, follow the steps below:
- Visit the Azure portal.
- Click Storage accounts.
- Click Create.
- Select the Subscription and create a new Resource group or use a current one.
- Name the Storage account.
- For Region, select a geographic region for the storage account.
- For Performance, select Standard general-purpose V2 account.
- In the Redundancy field, select Locally-redundant storage (LRS).
- Click the Review button.
- When the validation ends, click the Create button.
- Once the deployment of the storage account is complete, click the Go to resource button or open up the home page for the new storage account.
- In the Security + networking section of the left sidebar, click on Access Keys.
- On a notepad, copy the Storage account name and the key1 and save them.
Now the storage account appears in the storage list.
Prepare the Destination Environment
Modern Authentication Requirements
The KBs listed in the Exchange Online Authentication options using Graph API section will help you configure the destination tenant when using Microsoft 365 with the Microsoft Graph API. A Global Administrator account is required to consent to the BT app or create and consent to the BYO app, since the Entra app's permission types require global admin approval.
Set up Accounts in Microsoft 365
Set up accounts on Microsoft 365 and assign licenses. These can be created in several ways:
- Manually, one at a time.
- By bulk import, via CSV file.
- By PowerShell script.
Prepare the Tenant to Send & Receive Large Items
We do not impose any limit on item/attachment sizes. However, large items/attachments can fail to migrate because of external factors. There are two considerations:
What is the maximum attachment size allowed by the Destination system?
- Most email systems impose size limits. For example, if the Destination system has a 30MB limit, any item/attachment larger than 30MB will fail to migrate.
What is the connection timeout for the Source and Destination system?
- For security reasons, most email systems close opened connections after a predetermined amount of time. For example, if the Destination system only has 512Kbps of network bandwidth and closes connections after 30 seconds, we may be unable to transfer large items/attachments before the connection is closed.
MigrationWiz automatically makes multiple attempts to migrate large items. Upon completion of a migration, you may resubmit it in error retry mode to try to migrate failed items. This is always free of charge.
When migrating from or to Office 365 use the steps provided here to increase the Max Send and Max Recieve quotas, Change message size limits in Office 365.
Discover PST Files and Upload to Azure
Discover PST files on the network, and upload them into Azure.
- Discover PST files and upload them to Azure via UploaderWiz in PST Discovery Mode
-
Discover PST files and upload them to Azure via a Group Policy Object?
Important
Each PST file that will be migrated must be equal to or less than 10GB. PST files that are larger than 10GB must be divided into separate files that are each smaller than the 10GB limit. Otherwise, the migration will fail.
- Password-protected PSTs cannot be migrated while protected. Remove the password from any protected PSTs before migration. After migration, re-apply the passwords to protect the documents.
MigrationWiz Steps
Create a Personal Archive Migration Project
- Click the Go to My Projects button.
- Click the Create Project button.
- Select Personal Archive as the migration type.
- Click Next Step.
- Enter a Project name and select a Customer.
- Click Next Step.
- Create or select your source and destination endpoints.
- Click Save Project.
Endpoints
Service Account Password
Before migrating, ensure that the service account password does not contain any commas. If it does, update the password before starting the migration process.
Endpoints are created through MigrationWiz. If you select an existing endpoint from the dropdown, it will only show ten endpoints. If you have more than ten, you may need to search it.
Consider that 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.
Create your Endpoints
Please review the following tabs to create your destination and source endpoints.
Create your source endpoint by following the next steps:
- Click Endpoints.
- Click Add Endpoint.
- Select PST.
- Enter Storage Account Name and Access Key in the fields provided. When entering the Azure Storage Account Name for the source endpoint, only numbers and lowercase letters can be used. If you enter an upper case letter, your migration will fail.
Create your destination endpoint by following the next steps:
- Click New.
- Name the endpoint.
- Select Microsoft 365 Graph API for the endpoint type and Click Add.
- In the Permissions section, Application Permissions are selected by default (Delegated Permissions are not supported at this time).
- Complete the Migration Service Account and the Tenant ID.
- Click Save Project.
- Next, click Save and Go to Summary.
Add Users
Add the user accounts that will be migrated to the project.
Advanced Options
The following sections describe the tabs available for Advanced Options in this kind of migration.
Support Tab
Consider that each Support Option includes the "=" character and is to be entered under the Support tab in the section named Support Options.
Add additional blank fields for new Support Options by clicking on the "+" button. In case you want to delete a field click the trash can icon.
Optional Settings
-
PSTCustomEndpointSuffix=Azure URI This advanced option is only needed when uploading your PST files to a specific Azure data center, using the UploaderWiz optional parameter of azurelocation=gov, or ger. The Azure URI needs to be changed to one of these values:
- cloudapi.de (Germany)
- usgovcloudapi.gov (government)
-
Folder Mapping Folder mapping is optional, but you can control the mapping of folders on the destination by using regular expressions. Read the Folder Filtering & Mapping in MigrationWiz article for more information.
Important
By default, MigrationWiz mirrors the folder structure that exists on the Source when migrating to the Destination. When a migration starts and you are taking the default folder mappings (that is, a single folder at the root), MigrationWiz creates the Destination folder based on the item type of the first item migrated. If the first item is a calendar item, then the Destination is mapped to the root of the calendar folder. You can control this by migrating item types in batches (mail items, calendar items, etc.), with each item type migrated in a separate migration pass.
Source/Destination Tab
Ensure Mailbox is selected. Archive is not supported at this time.
Bulk Load
To upload a large list of Advanced Support options, see the Bulk Load - Advanced Options when Migrating Mailbox projects using Graph API for additional guidance.
Import PST files
Import PST files into the MigrationWiz PST archive project.
- Click the Autodiscover Items bar.
- Click the Start Autodiscover button.
- Once the PST files have been discovered, click the green + Import Items.
- If 0 items are discovered, a common mistake is that the Source/Bucket Name under Project Advanced Options has not been set to the correct Azure container name.
Choose Destination Mailbox
Choose which Destination mailbox to inject each PST file into.
The owner's email address should be displayed under the "Destination Email" column.
If change.me@bittitan.com is displayed as the Destination email address instead of the actual owner's email address, click the Edit Item (pencil icon) to the right of the row. Then, under the Destination Email Address field, enter the mailbox that this file will be ingested into.
If you have multiple PST files to migrate into a single mailbox, click the pencil icon next to the individual migration item. Then, under Source PST Path, click the Add button (the +) to add the additional PST path(s).
Run Verify Credentials
- Open the Project containing items you wish to validate.
- Select the items you wish to validate.
- Click the Start button in your dashboard.
- Select Verify Credentials from the drop-down list.
Once complete, the verification results will be shown in the Status section.
Start migration
- Select the users.
- Click the Start button from the top.
- Select Full Migration.
- 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.
Final Steps
Users must create new Outlook profiles, set up their signatures again, and reattach any PST files attached to their previous profile.
Click the bar chart icon in the MigrationWiz dashboard to receive an email containing all the project migration statistics.