Get Migrating

This part of the documentation explains how to start migrating using Mailbox Shuttle. The following steps should be performed in order to configure the product:

We are then ready to perform the first end-to-end migration, and this can be done as follows:

The What’s Next section continues on from this basic walk through.

Configure AD

Mailbox Shuttle needs to be allowed to scan Active Directory for metadata to provide useful information in the user interface. In order to configure this, proceed as follows:

  1. Login to the user interface
  2. Navigate to Configuration -> Active Directory
  3. Review the list of domains shown, and select the required domains before clicking on ‘Enable’ in the toolbar
  4. With the domains still selected, click on ‘Sync AD Users’ to collect metadata from those domains

Configure Exchange

In this section we describe how to add the source Exchange environment, set a default server, and to configure a default mapping.

Add Environment

This is performed as follows:

  1. Login to the user interface
  2. Navigate to Configuration -> Environment
  3. Click on ‘Add Exchange’ in the toolbar
  4. Give the environment a friendly name
  5. Choose the AD Module to associate with this environment
  6. Choose the Exchange Module to associated with this environment
  7. Save the changes

Set Default Server

A few moments after adding the Exchange environment a default server will be shown in the user interface. If required this server can be changed as follows:

  1. Select the checkbox next to the Exchange environment
  2. Click on ‘Set Default Server’ in the toolbar
  3. Choose a new default server from the drop down list
  4. Save the changes

Configure Default Mapping

This is where we can configure the default ‘answers’ used when creating a mapping and allows us to greatly speed up the process of creating multiple groups of mappings. To configure the default mapping proceed as follows:

  1. Select the checkbox next to the Exchange environment
  2. Click on ‘Edit’ in the ‘Default Mapping’ section of the toolbar
  3. Choose the appropriate target containers (eg Office 365)
  4. Choose the environment, migration endpoint and target domain
  5. Choose whether to autocomplete groupless users
  6. Choose whether to migrate mailboxes only, archive mailboxes or all types of mailboxes
  7. Choose whether new mappings should be enabled by default or not, and the mapping priority.
  8. Click on Finish to store this default configuration

Configure O365

In this section we configure the Office 365 endpoint for the migration. It is performed as follows:

  1. Login to the user interface
  2. Navigate to Configuration -> Environment
  3. Click on ‘Add Office 365’
  4. Give the environment a friendly name
  5. Save the changes

Migrate

This section shows how to add the first mapping for migration, and starts to explain the concept of groups which are used to create migration batches. It can also be used as a checklist for further migrations.

Create a Group

This section explains how to create a group.

Add a user (or two) to the Group

At first it is recommended to migrate one or two users to Office 365 to ensure that the end-to-end configuration is correct, and the environment understand.

Configure the options for the Group

This section explains how to configure the options on a group, and how we will configure them in a simple way for the purposes of this end-to-end test.

Monitoring the Migration

Once the mapping is done, this section can be used to show the progress of the migration.

Finalizing the Migration

This section explains how to complete the migration of the first batch

What’s next?

This section leads you to more detailed information regarding the user interface and using Mailbox Shuttle

Monitoring The Migration

One the mapping has been created its progress through configuration and migration can be reviewed on the ‘Stage 1: Sync’ page. This page in the user interface shows key information relating to the group of mappings, and allows actions to be performed on them.

Key Indicators

There is a wealth of information shown on this screen in the user interface regarding the mappings, they are described in more detail in the Administrator Guide, and include the following:

Group Name

The name of the batch/group

E-mail

The individual mailbox email addresses which are being migrated.

Status

The current status of the mapping.

Progress

The progress of the mapping through its migration.

Sync Start Date

The date and time that the mailbox data will start to be copied to the target.

Message

Any information or error messages relating to the mapping will be shown in this column.

Actions

There are several actions which can be performed on mappings, they are described in more detail in the Administrator Guide, and include the following:

Pause/Resume

If required mappings can be selected and the migration paused, resumed, removed or retried. Retries can be needed from time to time if there has been a transient error when communicating with the target environment.

Enable/Disable

The migration for one or more mappings can be disabled and then re-enabled at a later time.

Refresh

The page can be refreshed to obtain the most recent information from the database.

Columns

This button allows additional data columns to be added to the grid on the page. These show additional information relating to the migration. They are described in the Administrator Guide.

Finalizing

Since we enabled ‘auto switch’ at the group level, the mailboxes selected for the end-to-end test should go through the synchronization phase, and straight into the switch phase, and finally the status on the Stage 1 page should show ‘Completed’. At that point the mailbox will be active in Office 365.


The final step then is to add a license to the migrated mailbox.

What’s Next?

After confirming that an end-to-end test of one or two mailbox has worked it is then time to begin creating groups containing larger numbers of users, and configuring them to be processed.

There is additional information in the Administrator Guide which explains some of the other concepts which will be encountered when migrating with Mailbox Shuttle.

If there are any questions or concerns these should be discussed with our Customer Experience Team.

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Updated on December 10, 2018

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