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exchange migration | Forum

Topic location: Forum home » Support » General Questions
William
William Aug 22 '23

exchange migration refers to the process of moving email data, user accounts, settings, and other information from one Microsoft Exchange Server environment to another. This could involve migrating from an on-premises Exchange Server to a cloud-based solution like Microsoft 365 (formerly Office 365), from one version of Exchange Server to a newer version, or between different hosting providers. Exchange migrations can be complex and require careful planning to ensure a smooth transition. Here's a general outline of the steps involved in an Exchange migration:


1. Assess and Plan:


Assess your current Exchange environment, including the version, number of users, data size, and any custom configurations.

Determine the migration scope: which mailboxes, data, and resources need to be migrated.


2. Choose Migration Method:

Select the appropriate migration method based on your environment and goals:


Cutover Migration: Migrate all mailboxes at once from on-premises Exchange to Microsoft 365.

Staged Migration: Migrate mailboxes in batches over time.

Hybrid Migration: Establish coexistence between on-premises Exchange and Microsoft 365 for a gradual migration.

IMAP Migration: Migrate from non-Exchange email systems using the IMAP protocol.


3. Prepare Source Environment:


Ensure your current Exchange environment is up-to-date with the latest updates and patches.

Verify that the mailboxes and data are in a healthy state before migration.


4. Prepare Target Environment:


Set up the target Microsoft 365 environment, if applicable.

Verify domain ownership and configure DNS records for email routing.


5. Prepare Users:


Inform users about the migration process, timeline, and any changes to their email settings.

Provide instructions for accessing email during the migration.


6. Create Migration Batches:


For staged or hybrid migrations, divide users into migration batches based on factors like department, location, or priority.

7. Start Migration:


Initiate the migration process based on the chosen method:

Cutover Migration: Move all mailboxes and resources to Microsoft 365 at once.

Staged Migration: Migrate user batches over time.

Hybrid Migration: Set up coexistence and gradually move mailboxes.

IMAP Migration: Use IMAP to transfer mailbox data.


8. Monitor and Troubleshoot:


Monitor the migration progress and address any issues that arise, such as failed migrations or data discrepancies.


9. Complete Migration:


Confirm that all mailboxes, data, and resources have been successfully migrated.

Decommission the source Exchange environment if needed.

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