Supported platforms and system requirements

The tables below show the program's requirements, necessary for its proper operation, and the list of supported platforms.

Software components
The program consists of two main components:
  • CodeTwo Exchange Migration Administration Panel – used to manage and perform migrations.
  • CodeTwo Exchange Migration Data Provider service – responsible for accessing source Exchange mailboxes via MAPI. The service is installed only when you configure the MAPI connection in the program.

Learn more about the program's components

SOURCE server environment requirements
Where to install

When migrating from Exchange Server, the program can be installed either directly on the server machine or on any workstation in the source server environment. Installing directly on the source Exchange Server machine is recommended, but only under certain conditions (learn more and check exceptions). If you intend to migrate data from Exchange 2003, 2007 or 2010 without SP1, or use the MAPI protocol to connect to your source environment, these additional requirements apply

In the case of migration from Office 365 or an IMAP server, the software can be installed on any machine that can connect to both the source and the target environment.

Supported operating systems

All 32-bit and 64-bit systems starting from Windows 7 / Windows Server 2008 R2 up to Windows 10 / Windows Server 2019(*) are supported. Installing the software on older systems (Windows Vista / Windows Server 2008 / SBS 2008) is also supported, but not recommended.

(*) If you are using Windows Server 2016, make sure your operating system includes the latest updates. Learn more

Hardware

There are no specific hardware requirements for the software to run; however, migration bottlenecks may occur due to old or slow equipment. For the best software performance, we recommend that you use at least a quad-core CPU and 4 GB of RAM. Be aware, aside from that and the internet connection speed, migration may also be affected by the performance of your LAN hardware such as modem, router, switch and Ethernet card. Learn more

Size on disk after installation

Similar to the size of the installation file (see the Download page for details). Installation of additional components (such as .NET) might be required - these components usually require less than 100 MB of available disk space.

The program doesn't store the data being migrated at any intermediate location on your local disk.

Internet connection The program's licensing service requires an internet connection to retrieve information on the number of available and used licenses. For that reason, when migrating between two Exchange servers, make sure you can enable access to the Internet on your source machine. 
Migration source
  • Office 365 plans with Exchange Online (including F1 and Kiosk plans)
  • Office 365 Germany plans with Exchange Online
  • Exchange Server 2019
  • Exchange Server 2016
  • Exchange Server 2013
  • Exchange Server 2010
  • Exchange Server 2007 SP3
  • Exchange Server 2003
  • Windows Small Business Server (all versions)
  • all other mail servers, e.g. Gmail (access via IMAP)
Required accounts and permissions

General

The software user must be a local administrator.

Connection to source Exchange via EWS

An admin account used to connect to a source server via EWS:

  • must have a valid, working, non-hidden mailbox in the source environment,
  • must have a UPN address configured,
  • must have the following roles assigned:

To be able to connect to your source server via EWS, make sure that you are running at least Exchange 2010 SP1.

Connection to source Office 365 (via EWS and Graph API)

You need to register CodeTwo Exchange Migration in your source Azure Active Directory tenant to establish a connection between the program and Office 365. The program needs to be granted the following application permissions in Azure AD:

Exchange:

  • full_access_as_app

Microsoft Graph:

  • MailboxSettings.ReadWrite
  • Organization.Read.All
  • User.Read.All

The registration can be done:

  • automatically by the program – an account with Office 365 global admin rights is required to perform the registration;
  • manually – you will be asked to provide an email address of any user from your Office 365 tenant, together with some of the application registration details from Azure AD.

Either way, in both cases the account which credentials you provide in the program needs to be assigned an Office 365 license that includes the Exchange Online plan.

Learn more about OAuth 2.0 authentication process

Connection to source Exchange via MAPI

An admin account used to connect to a source server via MAPI:

  • must have a valid, working, non-hidden mailbox in the source environment,
  • must be a member of an appropriate AD group, depending on the source Exchange Server version:
    • Organization Management (Exchange 2013, 2010)
    • Exchange Organization Administrators (Exchange 2007)
    • Domain Admins (Exchange 2003).

Important

Migration of public folders requires full access permissions, see details.

IMAP migration requires users' account credentials. Learn more

Additional components

Depending on the environment, the installation of the components listed below may be required:

  • Microsoft .NET Framework 4.5 or higher, required on all systems,
  • Windows PowerShell 3.0, required on all systems,
  • MAPI CDO (Messaging API and Collaboration Data Objects), required for MAPI migrations,

    Important

    MAPI CDO is not required if you have a 32-bit version of Outlook 2013 or earlier installed on your machine or if you're using Exchange Server 2003. Keep also in mind that it's not possible to install MAPI CDO on machines on which any version of Outlook or Exchange Server 2003 is installed due to conflict with MAPI libraries.

  • one of the Windows Management Framework Core components, required only on Windows Vista and Windows Server 2008.

If so, the software will display an appropriate message.

In addition, CodeTwo Exchange Migration requires a modern web browser, such as:

  • Microsoft Internet Explorer (at least version 11) or Microsoft Edge,
  • Google Chrome,
  • Mozilla Firefox.
TARGET server environment requirements
Migration target 

You can migrate your data to any Microsoft Exchange Server listed below:

  • Exchange Server 2019
  • Exchange Server 2016
  • Exchange Server 2013
  • Exchange Server 2010 SP1
  • Small Business Server 2011

The version of the target Exchange server can be newer, the same or older than the version you are currently using. 

Looking for migration to Office 365?

Admin account rights

An admin account used to connect a target server:

  • must have a UPN address configured,
  • must have the following roles assigned:
    • ApplicationImpersonation
    • View-Only Recipients
    • View-Only Configuration
    • Public Folders (*)
    • Mail Recipient Creation (*)
    • Mail Recipients (*)

      Info

      If any of these roles are missing, the software will attempt to assign them automatically. Learn more about the management roles

  • must be mailbox-enabled.

(*) Please note that the Public Folders role is only required if you plan to migrate public folders. Moreover, the Mail Recipient Creation and Mail Recipients roles are required to create new users and mailboxes. Therefore, it's not required to assign them to the admin account if you are migrating data to the mailboxes that already exist on the target server.

See also: Notes and warnings in the table below.

Other
Items supported for migration The program supports migration of all standard Exchange Server/Office 365 mailbox items and Exchange public folder items via EWS and MAPI; only emails can be migrated from other servers (accessed via IMAP).
Multi-factor authentication (MFA) is fully supported for source Office 365 connections.
Notes and warnings If you plan to access the source mailboxes via MAPI, you first need to uninstall Outlook 2019 and 2016 or 64-bit versions of Outlook 2013 and 2010 from your machine.
The program may not work properly if installed alongside other applications that use MAPI libraries. Install CodeTwo software on another machine, do not share service account with any other MAPI-using programs while migration is in progress, to avoid conflicts. Disabling such programs is recommended.
The program migrates mailboxes' and public folders' contents only. The properties, permissions, AD accounts, AD groups membership, GAL, etc. of mailboxes or public folders are NOT migrated; however, you can set the program to create mailboxes automatically and migrate desired AD properties. Be advised, some of the mentioned properties are recreated automatically by target server upon successful migration e.g. free/busy statuses. If you need more information on how to retain permissions to public folders after the migration, check out this article.
Migration of Public Folders is possible only if target Public Folders were already created (see how to do this).
Migration of linked mailboxes and resource mailboxes (such as conference rooms) is currently not supported. However, there is a workaround that allows you to migrate resource mailboxes as regular mailboxes and then convert them back to a room or equipment mailbox. Learn more in our Knowledge Base article
Migration of shared mailboxes is possible. However, be aware that the All Active Directory users filter does not list disabled users from the source server to which shared mailboxes are assigned. You need to either pick them manually using the Active Directory users filter or enable those users' accounts in AD. Migration to shared mailboxes is supported.
Migration of archive mailboxes (or In-Place Archive in Office 365) and Office 365 group mailboxes is currently not supported.
Migration of IMAP flags is currently not supported.
Hybrid setup support Hybrid as a source: Migrating from a hybrid environment is possible. To migrate your on-premises mailboxes, you need to create a connection to on-premises Exchange Server. To migrate your Office 365 mailboxes, you need to create a connection to Office 365. To migrate a hybrid environment you can, for example, create two migration jobs: one connecting to source on-premises mailboxes, and another connecting to source Office 365 mailboxes.
Hybrid as a target: Migrating to a hybrid environment is supported if you use CodeTwo Exchange Migration to migrate to mailboxes located in on-premises Exchange (target server connection must use on-premises admin account that has adequate roles assigned, as specified above) and CodeTwo Office 365 Migration to migrate to mailboxes located in Exchange Online (target server connection must use Office 365 admin account, also with appropriate roles assigned).
Since public folders cannot reside in both Exchange on-premises and Office 365 at the same time, migrating them within a hybrid environment is not supported.
ADFS is not yet supported. Single Sign-On (SSO)-enabled accounts may be used for target server connection configuration but only when a UPN in a non-federated target domain address is used (e.g. *.onmicrosoft.com).

See also

Installation process - this article describes step-by-step how to install the program.

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