Connecting to source Office 365

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 source Office 365.

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 Office 365. 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 () button on the Defined source server connections card (Fig. 1.) and choosing New > Office 365 connection.

Fig. 1. How to open the source connection wizard.

The source server connection wizard opens with the Admin credentials step, where you need to provide credentials of an Office 365 administrator account that will be used by this service (Fig. 2.).
Learn more about source Office 365 account requirements

Fig. 2. Configuring admin credentials for Office 365 source connection.

In the second (last) step of the wizard - Configuration - you can create the source server connection. Click Configure and verify the results. Once the setup is complete (Fig. 3.), 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.

Fig. 3. Configuration of a source connection with Office 365.

When you complete the wizard, the new connection should be displayed on the Defined server connections card (Fig. 4.).

Fig. 4. Defined source server connections.

See next

Connecting to a target Exchange server

Configuring a migration job