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Installation Overview

This part of the documentation explains how to install the Mailbox Shuttle modules and provide credentials to connect to Office 365.


The high level steps are:

After the installation is complete, continue with the Get Migrating section of the documentation.

Operating Systems

The Mailbox Shuttle modules can be installed on the following Operating Systems:

VersionSupported
Windows 2008 R2Yes
Windows 2012 R2Yes

If Windows 2008 R2 is to be used, then the following should be installed:

  • Windows Management Framework 3.0

This is because PowerShell 3.0 is required.

Prerequisites

The modules which need to be installed in your environment require the following:

  • Supported Operating System
  • .Net 4.5 needs to be enabled (For Windows 2012 R2 this can be enabled by running the PowerShell command: Install-WindowsFeature Net-Framework-Features, Net-Framework-45-Features)
  • Connectivity needs to be confirmed between the machine running the modules and the Core.
  • Throttling should be lifted if the target for migration is Office 365. If it is not, errors may be seen from time to time (Example).

After the prerequisites have been met, carry on to the installation section.

If PowerShell scripts are to be used post-migration, it is likely that additional components will be required:

  • 64 bit Microsoft Online Services Sign-In Assistant and 64 bit Windows Azure AD Module for Windows PowerShell, they’re described here.
  • Exchange Admin Tools may be required if post-processing scripts are needed to manipulate Exchange properties.
  • Remote Server Administration Tools (RSAT), which can be added through Windows Server Manager.

Install Modules

In order to install the modules, perform the following steps:

  1. Ensure all prerequisites are met.
  2. Download the latest version of the modules from https://ftp.quadrotech-it.com/Products/MailboxShuttle
  3. Launch the MSI on the bridgehead server, when logged in as a service account.
  4. Follow the installation wizard, you will need to provide:
  5. Service Account to run the Mailbox Shuttle
  6. Location to install the binaries
  7. Location to store the log files
  8. Name of the Mailbox Shuttle Core to connect to. This will have been given to you by QUADROtech. This will be validated as being contactable during the installation.

Following the installation of the modules, credentials should be provided in the credentials editor so that the modules can communicate and work with Office 365.

Credentials

Office 365

In order to work with Office 365, Mailbox Shuttle needs to be configured with credentials which are used when performing commands with Office 365. The credentials are configured using the Credentials Editor on the machine running the Mailbox Shuttle modules. To configure the credentials, an account is needed which has Global Administrator rights, and then perform the following steps:

  1. Login to the server running the modules as the service account that was used for the installation of the modules
  2. Locate the Mailbox Shuttle Credentials Editor on the start menu and launch it
  3. Click Add
  4. Type in the full name for the account (which normally ends in ‘onmicrosoft.com’)
  5. Type in the password for this account, and click ‘ok’.
  6. Click ‘Save’ and close the Credentials Editor.
  7. Go into services and restart the “Mailbox Shuttle (O365 Module)”

Exchange

In order to work with Exchange, Mailbox Shuttle needs to be able to communicate with Exchange. The recommended way to do this is to ensure that the Exchange Module is running under the Windows user context of an account that has Exchange administrator rights. Specifically the account needs to be an Exchange Organization Administrator with write access to user attributes in Active Directory. The account also needs to be a local administrator on the machine where the modules are being installed.
In many organizations this achieved by performing the installation of the modules as that account. However, if that is not possible, it is still recommended to run the Exchange Module as the service account described in the previous paragraph. If the account needs to be changed, perform the following steps:

  1. Login to the server running the modules as an administrator on that machine
  2. Open the Windows Service Control Manager
  3. Locate the module called ‘Mailbox Shuttle (Exchange Module)’
  4. Review the account that is used to launch the service. Change it, and enter the required password.
  5. If changes are made to the account, restart the service.

PowerShell

In order to extend the power of Mailbox Shuttle it is often a requirement to perform pre-, during, or post-migration tasks using PowerShell. Credentials are likely to be required for those commands also. These credentials should be added on the PowerShell tab in the credentials editor. It is recommended, even if the scripting is to take place against the Office 365 tenant, that a different account be added for that, to lessen the throttling which Microsoft implements.
Examples later in this guide will assume that a set of credentials has been added as follows:

Name: License
UPN: UPN of an account with sufficient permissions in Office 365 to perform required scripts tasks. This does not need to be a Global Administrator.
Password: The required password.

The ‘Name’ value can be referenced within parameters of scripts as required.

Launching the UI

Once the installation of the modules is complete, the UI can be accessed to ensure it is working correctly, before moving on to the next steps.
The URL and credentials will have been given to you, simply click on the URL, enter the credentials and you will be taken into the user interface.

Following the installation it is then recommended to proceed to the section regarding ‘Get Migrating’. That section explains how to perform an end-to-end test on the environment to ensure it is working as expected.

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Updated on December 10, 2018

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