This manual refers to an old version of CodeTwo Office 365 Migration. Go here if you use the latest version.
Migration from IMAP source to Office 365
I. Pre-migration activities
Below you will find the list of key points to be considered:
Step 1: Set up a custom domain in target Office 365
Add a custom domain to the target Office 365 tenant account and verify it.
Learn more about creating additional/custom domains in Office 365
Step 2: (Applies to migrations to Office 365 Germany) Recreate source Office 365 users in target Office 365
When migrating to Office 365 Germany (German cloud), you need to manually create user accounts on your target Office 365 tenant for each mailbox you intend to migrate. You also need to assign Office 365 licenses to these user accounts.
Step 3: Verify that the admin account used to connect to the target Office 365 tenant has the necessary roles assigned
- Check if the target admin account has the following management roles assigned:
- View-Only Configuration
- View-Only Recipients
- Public Folders*
- User management administrator/Global administrator*
Please note that the Public Folders role is only required if you plan to migrate public folders. Moreover, the User management administrator/Global administrator role is required to create new users and mailboxes. Therefore, it's not required to assign it to the admin account if you are migrating data to the mailboxes that already exist on the target server.
If any required roles are missing, you can either assign them manually, following the steps described in this KB article or let the program assign them for you in the Configuration step of the Target server connection wizard.
- Ensure that this account has a valid, non-hidden mailbox on the target Office 365 tenant.
Step 4: Assign licenses in Office 365
Make sure that Office 365 licenses are assigned to all user accounts that will be used as the target mailboxes. You can set the program to create the mailboxes and assign the Office 365 licenses automatically. Learn more
Alternatively, you can assign licenses manually in Office 365. Check out this Microsoft's article that explains how to do so.
Step 5: Prepare source IMAP server settings
Verify the following:
- You have a list of all credentials for mailboxes you want to migrate via IMAP - here is why
- Know your IMAP server address or IP, port and SSL connection support - for example, for Gmail those are: imap.gmail.com, port 993, enabled SSL
- IMAP access is enabled on the source server - see here how to do this for Gmail and G Suite accounts
Step 6: Install and activate CodeTwo Office 365 Migration
In the case of migration from IMAP the program can be installed anywhere, e.g. on a workstation outside source and target domains.
The following additional components will also be installed, as they are required for CodeTwo Office 365 Migration to run properly:
- Microsoft Online Services Sign-In Assistant (required on all systems)
- Windows Azure Active Directory Module for Windows PowerShell (required on all systems, more information here)
- .NET Framework 4.0 (required on any system, might be already installed)
- .NET Framework 3.5 SP1 or Windows PowerShell 3.0 (required only on Windows 7 and older as well as Windows Server 2008 R2 and older in order to install the Windows Azure AD Module)
- PowerShell 2.0 (or higher, must be installed on Windows Server 2008)
- Download Windows Management Framework Core (WinRM 2.0 and Windows PowerShell 2.0) for Windows Server 2008.
- Newer Windows releases (Windows 7 or higher, Windows Server 2008 R2 or higher) already have PowerShell 2.0 (or higher) built-in.
- Small Business Server 2008 (SBS2008) users might stumble upon a problem with installing PowerShell. See our Knowledge Base article on that.
The installation wizard will guide you through the whole installation process. After the installation is finished, remember to activate the program.
II. Migration process
Step 1: Connect to the source server
Make sure that the software user who runs the migration is a local administrator.
Once you start the program, you will see the Dashboard view. Click Create a new migration job link on the How to start card. Select the source server type: IMAP. The create IMAP migration job wizard will open. Set the name of the job and click Next to proceed to the Source mailboxes step. If this is your first migration job, you will need to configure a connection to the source IMAP server. Click Add new source connection and a wizard will open. You need to go through these steps:
- Server connection - in this step, you need to choose your IMAP source and some connection settings.
- Throttling - there you can customize the software behavior if you stumble upon throttling issues on the IMAP source server.
- Configuration - this process configures your connection based on the settings provided in the previous steps.
Step 2: Continue the job configuration to provide source mailboxes credentials
After successfully configuring the source connection, you will get back to the Source mailboxes step of the migration job wizard. Now you need to define which mailboxes you want to migrate.
- Prepare a CSV file that contains source mailbox credentials as listed below. Do not worry that much about CSV format. CSV import feature lets you adjust the software to the file format used, e.g. you do not need to use a specific fields delimiter - use the one you like, you will be asked by the CSV import feature what kind of delimiter was used in the file.
- Login - required
- Password - required
- First Name - optional
- Last Name - optional
- Display Name - optional
- Click Import CSV and select your CSV file.
- Configure the software to properly import data from your CSV file.
Step 3: Set the target connection
After successfully configuring the source connection and choosing source mailboxes, click Next to configure the target Office 365 connection. In the Target mailboxes step, choose Add new target connection from the Target server drop-down menu. A simple wizard will open:
- Office 365 cloud – choose between connecting to Office 365 global and Office 365 Germany.
- Admin account – provide the email address and password of the Office 365 admin account. If this account has multi-factor authentication enabled, enter the app password instead (learn more). Click Next to move on to the Configuration step.
- Configuration – this process configures the connection to the target Office 365 server and checks whether the account provided in the previous step has the necessary roles assigned. If not, the program will attempt to assign them automatically. In such a case, you might be asked to provide the credentials of another account that is assigned the Global administrator role. This account will not be used to connect to the Office 365 tenant, but only to assign the missing roles.
Once the configuration ends successfully, you will see green check marks. If any errors appear, see Troubleshooting.
After your connection is established, click Finish and proceed to the next step (Match mailboxes).
Step 4: Match source and target mailboxes
Matching the source mailboxes with the target mailboxes can be done automatically, by using the built-in automatch feature, or manually. We suggest that you start off by matching mailboxes automatically and modify the automatch settings if not all the mailboxes were matched in the first run. Use the manual option only if there are any mailboxes left unmatched after several automatch runs with a different configuration of the automatch mechanism.
To match mailboxes automatically, select those mailboxes that you want to match and click the Match mailboxes button. In the window that opens, click the Automatch button. Configure the automatching mechanism and click Automatch to start the matching process. If not all the mailboxes were matched, modify the automatch mechanism and run it again. Repeat this as many times as necessary.
If any source mailbox is left unmatched despite several attempts to match it automatically with different automatch settings, match it manually.
Note that you can set the program to create target users and mailboxes in your Office 365 tenant, whether you’re matching mailboxes manually or automatically. Learn more
When you have matched all your mailboxes, save your configuration and close the matching window. Continue with the migration job wizard. The next steps will allow you to configure additional options.
Step 5: Customize all necessary aspects of the migration job
You can configure the following additional options:
- Scheduler - allows you to set the job to be automatically started in the desired time periods, so you do not have to control it manually.
- Time filter - is used to exclude items that are older or newer than a particular date.
- Folder filter - may completely exclude specific folders from the migration process.
- Advanced settings - this step lets you define how many mailboxes should be migrated at the same time and set the maximum size of items to be migrated.
Step 6: Start the migration
Simply click Start on the ribbon to begin the process.
The migration processing time depends on several different factors, e.g. the number of mailboxes and items, the speed of internet connection, Office 365 throttling settings. We have published more details here.
Step 7: Check if the number of migrated items in the Target mailbox folder corresponds to its equivalent on the Source server
If you notice any missing items in the Target mailbox restart the migration using the Rescan feature.
Please be aware that the program does not migrate some specific folders at all. Those are i.e. Sync Issues or ones created while putting a mailbox on hold.
If any problems appear during the migration process, they will be indicated on the dashboard, pointed on the reports and logged in the log files. Check out the software's diagnostics.
Step 8: Check if there are not any new items in the Source mailbox after migration
Once the migration is finished and you have noticed that some new items appeared in the migrated Source mailbox, just restart the migration using the Rescan feature. Please keep in mind that the Rescan feature uploads only new items, not changed ones.
III. Post-migration cleanup
Step 1: Change DNS records (MX, Autodiscover)
You need to change your MX records to enable mail flow to the new server. Additionally, you should also set up Autodiscover record to facilitate connecting migrated mailboxes with a mail client (e.g. Outlook). To change these DNS records manually, follow the steps below:
- Log in to your Microsoft 365 admin center (Office 365 admin center).
- Go to Setup > Domains, select your domain and click DNS Management.
- Choose I’ll manage my own DNS records and click Next.
- Select Exchange checkbox and click Next.
- On this page, find the details regarding MX records and CNAME records (Autodiscover) that you need to use at your domain registrar. For specific instructions on how to configure DNS records in your domain registrar, visit this Microsoft page.
- Once the DNS records have been configured, click Verify back in Office 365. Please note that it may take several hours for the changes to propagate.
If any new items appear in a source mailbox while the MX records are being changed, it is possible to migrate these items after the records migration process is completed. It can be done via the Administration Panel of the program by choosing the Rescan feature.
Step 2: (Optional) Disconnect domain
To avoid possible DNS conflicts, it would be a good idea to disconnect your domain name from the source IMAP server. Consult your domain name registrar in you need more information on how to do so.