This article shows, step by step, how to easily migrate Exchange public folders to an Office 365 (Microsoft 365) shared mailbox using CodeTwo Migration software. The article also contains a guide on how to create a shared mailbox in Office 365 and how to access it from a mobile device.
Why migrate public folders to a shared mailbox?
You might wonder why you should even bother. How is this migration better than a straightforward transition to the target server public folders? There are two reasons why you might prefer shared mailboxes over public folders:
- You can easily access shared mailboxes via a mobile device
- They let you save money, as shared mailboxes do not require separate licenses in Office 365
Public folders have been used to store important clients’ data for a long time now. Thanks to them, you can have important files and data stored in one place. All or chosen employees can then access public folders data from their computers. The problem is, to access this data on mobile devices, you will need a third-party tool.
With shared mailboxes, you can access data from shared mailboxes using Outlook on the web (OWA) and mobile mail apps.
Still, the most important part is that using shared mailboxes lets you save money. As you can learn on Exchange Online limits page, a shared mailbox does not require a license. In other words, as long as you keep each of your shared mailboxes’ size under 50 GB and do not want to enable In-Place Archive or a Litigation Hold, you can reduce the number of licenses for your Office 365 tenant.
The tutorial consists of three parts:
- Create a shared mailbox on the target Office 365 tenant
- Migrate public folders to the shared mailbox
- Access shared mailbox
How to create a shared mailbox in Office 365
How to create a shared mailbox using the Microsoft 365 admin center
Although I prefer to perform most administrative tasks using PowerShell, creating shared mailboxes seems to be easier and quicker with the admin center. Here is how to do this:
- Sign in to the Microsoft 365 admin center, go to Teams & groups > Shared mailboxes, and click Add a shared mailbox.
- In the pane that opens, specify the displayed name and email address of the new shared mailbox. Fill in both fields and confirm by clicking Save changes.
- On the screen confirming shared mailbox creation, click Add members to your shared mailbox to move on to adding users permitted to access the shared mailbox.
- Click Add members and use a standard user picker to specify Office 365 users who will have access to the resources you are about to migrate.
This way, you have created a shared mailbox in your Office 365 tenant. You can also achieve the same result using the Exchange admin center:
- Sign in to the Exchange admin center, go to Recipients > Mailboxes and click Add a shared mailbox.
- In the pane that opens, specify the basic mailbox settings such as displayed name and email address, and click Create.
- Just like in case of the Microsoft 365 admin center, the screen concluding shared mailbox creation lets you proceed straight to adding users entitled to access the mailbox and resources it will contain – simply click Add users to this mailbox.
- Click Add member – the Office 365 user picker will open.
- Select the users who will have the Full Access permission to the shared mailbox and will be able to access the resources you are about to migrate.
- Finally, click Save to apply the changes.
How to create a shared mailbox using PowerShell
Even though I prefer to use the UI for this task (it just seems to be quicker), there are some situations in which you have to use PowerShell. For example, the reason you might want to use a cmdlet here is that this is the only method to set the Send on Behalf permission.
New-Mailbox -Shared -Name "Info" -DisplayName "Info" -Alias Info | Add-MailboxPermission -User [email protected] -AccessRights FullAccess –InheritanceType All | Set-Mailbox -GrantSendOnBehalfTo [email protected]
The cmdlet creates a shared mailbox [email protected] with the Display Name “Info” and assigns full access rights to [email protected]. The last part is optional and grants the Send on Behalf permission for the same user.
How to migrate Exchange public folders to a shared mailbox in Office 365
CodeTwo Office 365 Migration is an awarded software which makes a transition from an Exchange server to Office 365 much easier than by native means. The program lets you perform a secure migration and use features such as filters, scheduler and detailed reports, which let you plan the whole process and leave it to finish automatically. Migrating public folders to the target shared mailbox using CodeTwo Office 365 Migration is also simple:
- Start from creating a new migration job from Exchange Server (or Office 365)
- Begin the configuration by typing a descriptive job name.
- In the second step (Mailbox types), leave the default option (Migrate primary mailboxes) as is and click Next.
- Connect to the source server (if you have not done this yet) and choose your public folders to migrate.
- The next step is to connect with the chosen target server.
- After establishing the connection, you have to match mailboxes. Click Match mailboxes to access a separate matching tool.
- In the tool, match your public folders with the target destination manually.
- Enter the target shared mailbox address, click OK, save changes in the matching tool and continue to configure the job. In the next steps, you can choose e.g. when to migrate your public folders and which item types to include. This configuration depends entirely on your environment, and you can modify it freely. Just remember that license-free Office 365 shared mailboxes are limited to 50 GB of space, so you might want to split your public folders into a few batches to migrate all content.
- After configuration is finished, you can start the migration job manually from the Jobs tab:
When the migration finishes, you will have an Office 365 shared mailbox that contains emails, calendars, tasks and any other items you chose to migrate. You can find them in a folder named like your public folders, all in the target shared mailbox.
How to access shared mailbox in OWA
Automapping feature (turned on by default) will let all users with the right permissions access the shared mailbox in Outlook as easily as their own. Opening the mailbox in OWA requires users to perform an additional step:
- While in the Outlook on the web (OWA), right-click Folders in the left menu, and choose to Add shared folder or mailbox from the context menu.
- In the window that appears, choose the shared mailbox, and it will show up on the folder list.
You can also get to the shared mailbox by clicking your name in the top-right corner and selecting Open another mailbox.
A window similar to the one in step 2 above will appear, and you will be able to choose the mailbox to which you have full access. This method is, by far, less convenient than the first one, but it works.
How to access a shared mailbox on mobile devices
Accessing shared mailbox on mobile devices can be achieved in the same way as on PCs if you use a mobile browser (tested on Chrome) to access Outlook on the web. You might need to open the browser’s settings to request desktop site of the website and add the shared mailbox using the method described above. After that, you can go back to the mobile version and the previously added mailbox will remain.
As for now, mobile Outlook apps do not support opening shared mailboxes. It means that you can either use the method above or configure a native mail app manually, with the following details (to access those settings, you need to go to your device’s settings screen and add a new email account):
- Email: shared mailbox address, e.g. [email protected]
- User Name: your email address followed by the shared mailbox alias, e.g. [email protected]\sharedmailbox
- Password: your password.
- Incoming server: outlook.office365.com, Security type: SSL/TLS, Port: 993
- Outgoing server: smtp.office365.com, Security type: TLS, Port: 587
Such configuration should allow you to access your shared mailbox easily, as long as you have the right permissions set.