Connecting to source Office 365
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 in target Office 365. This article describes how to connect to source Office 365 tenant.
The software accesses your source Office 365 mailboxes via Exchange Web Services (EWS). The EWS protocol is also used to migrate items to target Office 365 tenant.
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. 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 Office 365 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.
The Office 365 source server connection wizard opens with the Admin account step displayed, where you need to provide credentials of an Office 365 account that will be used by this service (Fig. 2.). 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 source Office 365 account requirements.
If this admin account has multi-factor authentication (MFA) enabled, use the app password instead of the regular Office 365 password. Otherwise, the configuration will fail. Learn more.
In the next step, Configuration, the wizard will set up the connection to your source Office 365 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. 3.). Click Yes to accept.
You may be prompted to provide the credentials of another account that is assigned the Global administrator role (Fig. 4.). This account will not be used to connect to the Office 365 tenant to perform the migration, but only to assign the missing roles. Learn more about the management roles.
Remember to use the app password if your Global administrator account is also MFA-enabled. Otherwise, you will not be able to assign the missing roles by using this account.
When you complete the wizard, the new connection should be displayed on the Defined server connections card (Fig. 6.).
If necessary, you may reconfigure your source connection by clicking the Settings () button in the upper-right corner of the Defined source server connections card.