Connecting to a source on-premises Exchange server

Once the installation of CodeTwo Exchange Migration is finished, you have to choose a source environment from which the data will be pulled and migrated to selected mailboxes on target Exchange Server. This article describes how to connect to a source on-premises Exchange server.

There are two recommended connection methods for Microsoft Exchange Server: MAPI and EWS (IMAP can also be used, but it is best suited for other servers - learn why). By default, the program will ask you to configure a source server connection when you create your first migration job. Click on the links below to learn how to configure each connection method.

Configure a MAPI source connection

You can create a new source connection when you configure a migration job: click Create a new migration job on the How to start card (see Fig. 1.) and select Exchange Server. Then type the name of your job, and proceed to the Source mailboxes step. Select Add new source connection from the Source server list to open the source server connection wizard. You can also start the wizard by clicking the Settings (Exchange Migration settings button temp) button on the Defined source server connections card (Fig. 1.) and choosing New > Exchange Server connection.

Exchange Migration -new source connection
Fig. 1. How to open the source connection wizard straight after installation of the software.

The source server connection wizard opens with the Protocol step where you can choose how to connect to your source Exchange Server. Select MAPI protocol, as shown in Fig. 2. To proceed, click Next.

Important

You need to choose the MAPI protocol if you connect to Exchange 2003, 2007 or 2010 without SP1.

Exchange Migration Exchange source wizard 1 MAPI
Fig. 2. Selecting a connection protocol.

The program will create a Windows service that uses a MAPI profile to access source mailboxes selected for the migration. In the second step of the wizard (Service account) you need to provide credentials of an account that will be used by this service. The wizard (Fig. 3.) will display information about all the account requirements (learn more).

Exchange Migration Exchange source wizard 2 MAPI
Fig. 3. Configuring the service account for a MAPI profile.

By default, the application will automatically fill the account name with credentials of the admin who is currently logged in to your machine. Use the Browse button if you want to choose another account from your domain (remember that this account must be mailbox-enabled). Provide the password and click Next

Important

After you finish the configuration of your MAPI source connection, the program will automatically create a MAPI profile for the admin's mailbox you selected.

CodeTwo Exchange Migration needs the MAPI profile of a source server administrator in order to work. If the profile is not configured, the service will not be able to access source mailboxes. What is more, the administrator whose account is used in the MAPI profile configuration must belong to an appropriate group (depending on the source server used within your environment). Otherwise, the program will not run correctly and errors are likely to appear.

The Server connection step lets you decide how the program will connect to your source Exchange server. You can choose to autodiscover an appropriate server (the wizard will use the account credentials you provided) or configure the connection manually (Fig. 4.).

Exchange Migration Exchange source wizard 3 MAPI
Fig. 4. Selection of a source Exchange server (MAPI connection).

If you chose to configure a server manually, provide the server's Fully Qualified Domain Name (i.e. the server's name followed by the domain name, e.g. myservername.domain.com) and pick its Exchange version, or use the Browse button to select a previously defined Exchange server (if applicable).

In the last step of the wizard (Configuration) you can finally create the source server connection. Click Configure and verify the results. Once the setup is complete (Fig. 5.), click Finish to close the window (if you encounter any problems, see Troubleshooting). You can now move on to configure a target on-premises Exchange server of your choice.

Exchange Migration Exchange source wizard 4 MAPI
Fig. 5. Configuration of a MAPI connection with a source Exchange server.

When you complete the wizard, the new connection should be displayed on the Defined server connections card (Fig. 6.).

Info

If necessary, you may reconfigure your source connection by clicking the Settings (Exchange Migration settings button temp) button in the upper-right corner of the Defined source server connections card (Fig. 6.).

Exchange Migration defined source MAPI connection
Fig. 6. Defined source server connections.

Important

The program allows you to create multiple connections via EWS, but only one connection if you access the source environment via MAPI (MAPI can only be used within the same domain).

Configure an EWS source connection

You can create a new source connection when you configure a migration job: click Create a new migration on the How to start card (see Fig. 7.), type the name of your job, and proceed to the Source mailboxes step. Select Add new source connection from the Source server list to open the source server connection wizard. You can also start the wizard by clicking the Settings (Exchange Migration settings button temp) button on the Defined source server connections card (Fig. 7.) and choosing New > Exchange Server connection.

Exchange Migration -new source connection
Fig. 7. How to open the source connection wizard straight after installation of the software.

The source server connection wizard opens with the Protocol step where you can choose how to connect to your source Exchange Server. Select EWS protocol, as shown in Fig. 8. To proceed, click Next.

Important

You should use EWS if you connect to Exchange 2010 (with SP1) or later. You must use EWS if you connect to Exchange 2016.

Exchange Migration Exchange source wizard 1 EWS
Fig. 8. Selecting a connection protocol.

In the next step (Admin credentials) you need to provide credentials of a source server administrator's account. This account will be used by the program to create an EWS connection to your source Exchange Server. The wizard (Fig. 9.) will display information about all the account requirements (learn more).

Exchange Migration Exchange source wizard 2 EWS
Fig. 9. Providing source admin's credentials for EWS.

By default, the program will automatically fill the account name with credentials of the admin who is currently logged in to your machine. Use the Browse button if you want to choose another account from your source domain (remember that this account must be mailbox-enabled). Provide the password and click Next

The Server connection step lets you decide how the program will connect to your source Exchange server. You can choose to autodiscover an appropriate server (the wizard will use the account credentials you provided) or connect to a specific server manually (Fig. 10.).

Exchange Migration Exchange source wizard 3 EWS
Fig. 10. Selection of a source Exchange server (EWS connection).

If you chose to configure a server manually, provide the server's FQDN or IP address, and EWS URL will be filled automatically.

Important

You need to provide an FQDN that will allow the software to create both an EWS and a PowerShell connection to your Exchange server. In most cases, these requirements will be fulfilled by the internal FQDN of your server. If you use an external endpoint, make sure that it accepts EWS and PowerShell connections.

In the last step of the wizard (Configuration) you can finally create the source server connection. Click Configure and verify the results. Once the setup is complete (Fig. 11.), click Finish to close the window (if you encounter any problems, see Troubleshooting). You can now move on to configure a target on-premises Exchange server of your choice.

Exchange Migration Exchange source wizard 4 EWS
Fig. 11. Configuration of an EWS connection with a source Exchange server.

When you complete the wizard, the new connection should be displayed on the Defined server connections card (Fig. 12.).

Info

If necessary, you may reconfigure your source connection by clicking the Settings (Exchange Migration settings button temp) button in the upper-right corner of the Defined source server connections card (Fig. 12.).

Exchange Migration - defined source EWS connection
Fig. 12. Defined source server connections.

Important

The program allows you to create multiple connections via EWS, but only one connection if you access the source environment via MAPI.

See next

Connecting to a target Exchange server

Configuring a migration job

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