CodeTwo Office 365 consists of two components: Data Provider Service and Administration Panel. Both components are installed together in the migration source environment. Aside from that, the software also installs MAPI CDO libraries which are necessary for the Data Provider Service. No components have to be run on the target server, nor there are any CodeTwo agents on the intermediary, third-party servers.
This is a Windows service responsible for accessing the source Exchange Server mailboxes, extracting and preparing items for migration.
The service runs under the account the administrator configures in the program's Source Server connection configuration option. The same account provided there is used by the service to create a MAPI profile, which in turn is used to access source mailboxes. Using MAPI to access source mailboxes demands the software to be actually installed in the migration source domain. Meeting specific software's user and service account requirements is also expected for the MAPI to work, but thanks to this CodeTwo Office 365 supports old Exchange Servers 2003 which do not feature modern mailbox accessing methods (e.g. EWS - Exchange Web Services).
The Data Provider is not used for IMAP migration, so if you do not configure Exchange Server as a source the Data Provider service will not even be installed.
As the name suggests, the Administration Panel is a command and control center of the software in a form of graphical user interface. However, it also runs a process that is responsible for migrating from IMAP sources and picking up data extracted by the Data Provider Service and sending it to the target server.
EWS Managed API libraries are used by the CodeTwo Office 365 Administration Panel to call EWS methods on the target Exchange Server (Exchange Online in the case of Office 365 here), to access target mailboxes. Windows PowerShell is also used by CodeTwo Office 365 to connect to the target server. This is to check if the configured target server's admin account has application impersonation rights granted (if not, the software will do that on its own).
The Administration Panel consists of two tabs:
The Dashboard provides access to most of the configuration and monitoring options. There is no rocket science behind it, so let us keep its description short. To find out about specific features of the Dashboard and its usage see this article.
Jobs are simply sets of migration configurations. Because the source Exchange Server mailboxes are accessed via MAPI, the software is limited to only one source Exchange Server connection configuration. The situation is different, however, when it comes to IMAP sources and target server configuration. A user can configure multiple of both. Connections to many target Exchange Servers are done by creating new migration jobs.
Multiple jobs may come in handy, for example when the old source server is about to become decommissioned and users were decided to get split and moved to two or more other sites. In this scenario, multiple jobs can be configured for different sets of mailboxes to be migrated to different target servers.
Many jobs can be created and saved, but only one can be running at the given time.
Another possible usage could be a more complex scenario involving staged migration. For example, you want to migrate a few test mailboxes first. If that works you will migrate newest emails and all contacts from all mailboxes first, then migrate the rest items from all mailboxes but in a certain order (e.g. mailboxes grouped by a company department). At the very end you would like to rescan all the mailboxes on the old source server to make sure you did not miss a thing, etc. For all of those separate jobs can be configured instead of reconfiguring the existing migration settings.
Jobs can be executed either manually, when desired or automatically, using a built-in scheduler. The Administration Panel must be kept open for the Scheduler to work, though.