Connecting to target Office 365
Once you installed CodeTwo Office 365 Migration and configured a source environment, it is time to create a connection to your target Office 365 server.
The program uses Exchange Web Services (EWS) to connect to a target Office 365 environment.
To configure a target connection, you need to launch the Target server connection wizard. There are two ways to do that:
- click the Settings () button on the Defined target server connections card, and then click New (Fig. 1.); or
- click Create a new migration job on the How to start card, go to the Target mailboxes step, and then choose Add new target connection from the Target server drop-down list.
Either way, the Target server connection wizard will open. In the first step, Admin account, you need to provide credentials of the Office 365 admin account that will access user mailboxes on your target server and, if necessary, create new ones. 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 target account requirements). Click Next to proceed.
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 target 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.
Some of these roles are optional if certain conditions are met. For example, the Public Folders role is only necessary if you plan to migrate public folders, while the User management administrator role is needed to create new mailboxes on the target server by the program. Clear the appropriate checkboxes (Fig. 4.) if you don't want to assign any of these optional roles to the used admin account.
It may be necessary to provide the credentials of another account that is assigned the Global administrator role (Fig. 5.). 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 your configuration is successfully completed (as shown in Fig. 6.), click Finish to save it and exit the wizard.
If you encounter any problems, see Troubleshooting.
If necessary, you may reconfigure your target connection by clicking the Settings () button in the upper-right corner of the Defined target server connections card (Fig. 7.).