Connecting to a source on-premises Exchange server

Once the installation of CodeTwo Office 365 Migration is finished, you have to choose a source environment from which the data will be pulled and migrated to selected mailboxes on target Office 365 tenant. 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 drop-down list to open the Exchange source server connection wizard. You can also start the wizard by clicking the Settings (Office 365 Migration settings button temp) button on the Defined source server connections card (Fig. 1.) and choosing New > Exchange Server connection.

Office 365 Migration -new source connection
Fig. 1. Creating a new source server connection.

The Exchange source server connection wizard opens with the Protocol step displayed, 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.

Office 365 Migration Exchange source wizard 1 MAPI
Fig. 2. Selecting a connection protocol.

In the next step, Server connection, you decide how the program will connect to your source Exchange server. You can choose the Autodiscover Exchange Server option if you want the wizard to find the right server on the basis of the account credentials provided in the next step, or connect to the server manually (Fig. 3.).

Office 365 Migration Exchange source wizard 2 MAPI
Fig. 3. Selecting a source Exchange server (MAPI connection).

If you chose the second option, Connect to a specific server, in order to configure the connection manually, provide the server's Fully Qualified Domain Name (i.e. the server's name followed by the domain name, for example myservername.domain.com) and pick its Exchange version, or use the Browse button to select a previously defined Exchange server (if applicable). Click Next to continue.

The program will create a Windows service that uses a MAPI profile to access source mailboxes selected for the migration. In the third step of the wizard (Fig. 4.), Service account, you need to provide credentials of an account that will be used by this service. The information about all the account requirements is shown in the wizard (learn more).

Office 365 Migration Exchange source wizard 3 MAPI
Fig. 4. Configuring the service account for a MAPI profile.

By default, the application will automatically fill in 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.

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 Office 365 connection.

Office 365 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 will be displayed on the Defined source server connections card (Fig. 6.).

Office 365 Migration defined source MAPI connection
Fig. 6. Defined source server connections.

Info

If necessary, you may reconfigure your source connection by clicking the Settings (Office 365 Migration settings button temp) button in the upper-right corner of the Defined source server connections card.

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.) and select Exchange Server. Type the name of your job and proceed to the Source mailboxes step. Select Add new source connection from the Source server drop-down list to open the Exchange source server connection wizard. You can also start the wizard by clicking the Settings (Office 365 Migration settings button temp) button on the Defined source server connections card (Fig. 7.) and choosing New > Exchange Server connection.

Office 365 Migration -new source connection
Fig. 7. Creating a new source server connection.

The Exchange source server connection wizard opens with the Protocol step displayed, 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.

Office 365 Migration Exchange source wizard 1 EWS
Fig. 8. Selecting a connection protocol.

In the next step, Server connection, you decide how the program will connect to your source Exchange server. You can choose the Autodiscover Exchange Server option if you want the wizard to find the right server on the basis of the account credentials provided in the next step, or connect to the server manually (Fig. 9.).

Office 365 Migration Exchange source wizard 2 EWS
Fig. 9. Selecting a source Exchange server (EWS connection).

If you chose the second option, Connect to a specific server, in order to configure the connection 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) or IP address. The EWS URL will be filled in 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 Admin account step, you need to provide a valid UPN and password of an account that will access the mailboxes on the source Exchange server (Fig. 10.). Make sure that this account is assigned the necessary management roles, as shown in the wizard, or let the program do it for you in the next step. Learn more about the source EWS connection requirements.

Office 365 Migration Exchange source wizard 3 EWS
Fig. 10. Providing admin account credentials to connect via EWS.

Info

UPN (User Principal Name) is the name of a system user in an email address format.

By default, the program will automatically fill in the UPN field 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

In the last step, Configuration, the wizard will set up the connection to your source Exchange server. Click Configure and verify the results. In case the account provided in the previous step lacks some of the necessary roles, the program will attempt to assign them automatically (Fig. 11.). Click Yes to proceed.

Office 365 Migration Exchange source wizard 4a EWS
Fig. 11. Assigning the missing management roles.

You may be prompted to provide the credentials of another account that belongs to the Organization Management role group (Fig. 12.). This account will not be used to connect to the source server, but only to assign the missing roles. Learn more about the management roles.

365 Migration troubleshooting providing admin cred
Fig. 12. Providing credentials of an account that has appropriate roles assigned.

Once the setup is complete (Fig. 13.), click Finish to close the window (if you encounter any problems, see Troubleshooting). You can now move on to configure a target Office 365 connection.

Office 365 Migration Exchange source wizard 4 EWS
Fig. 13. Configuration of an EWS connection with a source Exchange server.

When you complete the wizard, the new connection will be displayed on the Defined source server connections card (Fig. 14.).

Office 365 Migration - defined source EWS connection
Fig. 14. Defined source server connections.

Info

If necessary, you may reconfigure your source connection by clicking the Settings (Office 365 Migration settings button temp) button in the upper-right corner of the Defined source server connections card.

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 Office 365 environment

Configuring a migration job

Was this information useful?