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Messaging Architect Training Guide

Student
Edition

Table of Contents
1. Core Lessons
CPU
RAM
Storage, Backup and Archiving
RAID
Basic Virtualization
Basic Networking
Common Exchange Protocols
Basic Trouble Shooting
Firewalls and Secure Connections
Active Directory

Table of Contents (Continued)


2. Exchange 2003
Introduction to Exchange 2003
Disaster Recovery on MS Exchange 2003
Creating and Managing Storage & Storage Groups
Creating and Managing Public Folders
Managing Recipient Objects
*Demos and In-Class Labs will cover other Architectural information

Table of Contents (Continued)


3.

Exchange 2007

Overview
SP1 Overview
Planning Installation
Installing Exchange 2007
Integration of Exchange 2007 and Active Directory
Transport & Routing Architecture
Transition and Migration to Exchange 2007
Configuring Exchange Servers (Intro)
Configuring Exchange Servers (Conclusion)
Intro to PowerShell
Configuring Edge Transport Server
Using ISA 2006
Outlook Web Access & CAS Server
Deployment and Migration
High Availability and Disaster Recovery
Standby Continuous Replication (SCR)

Table of Contents (Continued)


4.

Exchange 2010
Main Overview
SP2 Feat. GAL Segmentation
Setup Deployment and Server Configuration.
Best Practice for Virtualization
Network & Messaging Infrastructure
Planning and Sizing
Storage
Transport Routing & Information Protection
High Availability
High Availability Management & Operations
Designing Microsoft Mailbox High Availability for Failure Domains
Real-World Site Resilience Design
Upgrade and Coexistence
Management Tools and RBAC
Compliance Archiving Retention
Unified Messaging (UM)
Voice with UM / Tips & Tricks

Table of Contents (Continued)


5.

Exchange Migrations
In-Place Migrations
Cross-Forest Migrations
3rd Party Messaging System Migrations

6.

Instant Message Presence


Lync 2010 Overview
Installation Walkthrough Lync 2010 (FE,BE,MON,ARCH)

Table of Contents (Continued)


7.

Office 365 and Exchange 2010


Overview
How to Setup a Hybrid Deployment
Migration Case Study
Simple Migration Demo

8.

Server 2012 & Exchange 2013


Demo for Server 2012, Installation & Configuration (in-house or Technet
lab)
Demo for Exchange 2013, Installation & Configuration (in-house or
Technet lab)

Exchange Migrations

Microsoft Office 365 Deployment


Overview

Session Objectives and Takeaways


Session Objective(s):
Discuss the key aspects of planning, preparing, and migrating to
Office 365 for enterprises

Takeaways
Understand the key aspects related to deploying Office 365 for
enterprises

Unified. Simplified.

Deployment Resources
Office 365 Community
community.office365.com
Office 365 Deployment Central
deployOffice365.com
Deployment Overview Quick Reference
Deployment Guide (MODG)
Office 365 MODG/Deployment Readiness Tool
Available for download @ Community
Demo today at end of session!!!

Unified. Simplified.

3 Deployment Phases

12

Sample Deployment Schedule

13

Deployment Phases Plan

Plan

Kick-off/Solution Alignment Workshop


Perform Gap Analysis of transition
Determine Internet Bandwidth
Validate Success of Trial Subscription and customer
requirements
Finalize Master Project Plan
Mailbox Migration Tools and Workstations/Server
AD FS Design
Exchange Coexistence Servers
Mobility Requirements

Prepare
Migrate

14

Network Planning
Bandwidth considerations
Download
Reduce Internet bandwidth needs, download once and deploy to clients
Necessary patches
Deploy patches/services packs
Centralized packages highly suggested (WU/MU-System Center
Configuration Manager)
Leverage connector for minor updates
Upload
The more content to move into the cloud the longer the deployment
Existing e-mail (Exchange, Domino, Google Apps)
Reduce mailbox size->increase migration velocity
Compress threads, archive mail (Outlook or Enterprise Solution)
Existing collaboration (SharePoint, Google Apps, Public Folders)
Assess/archive/delete obsolete and unnecessary sites/data
15

Network Planning
Migration tool considerations
Microsoft and Partner Tools
Example: Re-download of offline e-mail (OST)
Simple Exchange Migration/Coexistence vs. Hybrid
Outlook client selection
Outlook 2010
Multiple Exchange profiles (new)
Drag and drop (loss of reply ability, but maintain archive)
Firewalls, Proxies, and Switches, etc.
Complete an end-to-end trial assess connectivity issues
Switches (Full Duplex)/Routers
New Data Centers (Exchange Online, etc.)
16

User Identity and Provisioning


Identify which authentication mechanism is best suited for your customers
organization
Enterprise Single Sign-On (SSO)/Federated IDs
Separate LogonIDs/ManagedMicrosoft Online ID
Separate Identities
Release post GA/partner space, may support password sync
Each option has their pros and cons
V1 users land as managed IDs at migration
Separate userid and password
joesmith@contoso.com Or@nge123
Corp Creds contoso\Joe Smith Apple!23

17

User Identity and Provisioning


Managed (Live) IDs vs. Federated IDs
Federated End user experience
Office 365
ADFS 2.0
Windows Server
2008

Users are authenticated


by local AD FS server
No Outlook sign-in tool
required

Users do not need to remember separate cloud passwords


Administrators can retain existing domain security policies
Supports multi-factor authentication for OWA
Allows you to block access outside the corporate network
18

User Identity and Provisioning


AD FS 2.0/Federated IDs
Planning Activities
Active Directory infrastructure
No multi-forest support at GA
Integration with other UPN based apps (Unix, Smart Cards, etc.)
AD FS 2.0 design
Enterprise organizations
Separate servers
Redundant design (AD FS Farm AD FS Proxy servers)
Minimum of two core servers/load balanced
Time considerations
Hardware/software procurement and configuration
19

Exchange Online
Planning Considerations
Service description
Evaluate and plan for the many new available features
Evaluate gaps and workarounds
Analyze Active Directory health and perform necessary cleanup
Mailbox retirement/archiving/SMTP address space consolidation
Plan people and group permissions
RBAC and new Office 365 roles
Determine migration or coexistence path
Hybrid
Extend on-premise schema with Exchange Server 2010 SP1
Deploy Exchange Server 2010 SP1 on-premise to facilitate migration/coexistence
Migration
Which partners and partner tools will be best for the customer?
OST resynch? Simple Exchange Migration/Coexistence Tool vs.EMC
20

Exchange Online
Exchange Web Services (EWS)/Remote PowerShell
Rich-lots of features functionality, most tasks you can do in
Outlook you can do in EWS
Easy-simpler than legacy APIs
Online ready-autodiscover, designed with cloud in mind
Examples: CS, Entourage , Android, I-Phone, using EWS
already
Convert apps today to Exchange Web Services (EWS)
WebDAV/CDOx/MAPI/ExOleDB/OWA Url Commands/Store Events
Legacy API scanner
21

Lync 2010 Online


Service Alignment
Service descriptions
Lync Server 2010 deployment with UM
Federation with other tenants, on premises, and Windows Live

22

SharePoint Online
Planning Activities
Read the SPO-S Service description, understand whats in the service
and whats not
Analyze Active Directory health and perform necessary cleanup
Plan people and group permissions
Site Remediation and content retention
Develop a content management strategy - assess/delete/archive
Define taxonomy
Consider onboarding in stages
Review blocked file types (examples, no: *.exe, *.vbs, *.com, *.chm)
Understand the 250 MB upload threshold
Site Design
Think about how end-users will discover content/sites
Single site collection? Or multiple aligned with various business units?
Site templates, document libraries, navigation - whats the look and
feel?
23

SharePoint Online
Planning Continued
Delegated Administration
tenant admin <primary IT Pro> - can assign site collection ownership
site collection owners <business unit owner>
site owners <power user>
Prepare for the Sandbox
Refactor solutions for Sandbox, and potentially retire by use of out-of-thebox configuration
Establish development/test environments that match production
We will have a SPOnline Developer Guide in DRAFT at beta
Migration:
Which partners and partner tools will be best for the customer?
System Integrators (SIs) are available to help plan and assess the move to
Microsoft Online Services
Independent Software Vendors (ISVs) have tooling for actual move (Quest,
Binary Tree, Metalogix, and more) Not free
24

Lync Conferencing
Where did it go? And How does it integrate with Lync?
Service alignment
Read the service descriptions
Number of users in a meeting, etc.

25

Client Deployment
Windows PCs
Assess/flush out potential compatibility challenges
Services Connector
Deploy the latest Windows XP/Vista/7, Internet Explorer 8, and Office Updates
To meet minimum requirements or provide best user experience
Minimizes the number of patches the connector will download (if customer choses to
deploy)
Microsoft Office 2010/Office 2010 Subscription/Office Web Apps
Deploy Office 2010 for high fidelity experience/multiple Exchange account profile
Assess viability of Office Web Apps
Example Google compete
Macintosh
10.4/10.5 (Leopard)/10.6 (Snow Leopard)
Entourage 2008 with EWS/Office 2011
26

Mobile Devices
BlackBerry
Self service portal
Deployment strategy
Long pole
Windows Phone 7 and ActiveSync Devices
Features and functionality

27

Deployment Phases
Plan

Prepare

Active Directory Preparation for Directory Synchronization


AD FS Server Configuration/Deployment and Attribute
Preparation
Directory Cleanup
Reduce Mailbox Size
DirSync Setup and Operations
Coexistence
Deploy Exchange Server 2010 SP1 Coexistence Servers
Deploy Lync Server 2010 On-premise (UM)
SharePoint, Lync Server Online, LM Configuration
Client Computer Setup/Services Connector
End-user Communications and Training
Migration Groups and Scheduling

Migrate
Unified. Simplified.

User Identity and Provisioning Preparation


Directory Synchronization
Planning/Preparation Activities
Attribute cleanup
Minimum
User Name, First Name, Last Name, Display Name
Populate non-required attributes for GAL/SharePoint Online
Title, address, city, state, zip
Unsupported characters (see MODG)
Examples.Space ( ) @ | = ? /
DirSync Forest
Multiple forest not supported at GA
Single forest support at GA for AD FS 2.0 identities

29

User Identity and Provisioning


AD FS 2.0/Federated IDs
Preparation Activities
Active Directory attribute preparation
On-premise Active Directory Universal Principal Name (UPN)
Prepare UPN AD attribute ensure every user has a UPN (not a
.local , what domain you register with MSOL)
Educate users-every user must know their UPN (john@contoso.com)
may or may not match email address, but need to know it
Validated MSOnline domain must be the same as the UPN
I.e.: contoso.com UPN is the same as the e-mail domain name in
MSO

30

User Identity and Provisioning


No Password Synchronization with Microsoft Online IDs
On-premise Active Directory password policy configuration to sync
with Microsoft Online ID
No Unicode characters
6 to 16 characters
No double quotes
No spaces <no character 32>
Username in password, password hint not in PW
V1 to V2, align V1 to password policy prior to upgrade
Transition customers sync passwords to V2 with current V1
policy
31

Exchange Online
Reduce mailbox sizes
Deploy Exchange Server 2010 SP1 Schema (Hybrid)
Deploy Exchange Server 2010 SP1 Coexistence Server(s)
Enable Federation Sharing

32

SharePoint Online
Site Design Implementation
Content Migration
Third Party Tools
Quest/Metalogix

33

Lync Server Online


Lync Server 2010 On-Premise
Federation enablement (MSN Messenger, other Tenants)

34

Client
Pre-deploy latest O/S/Office/IE SPs
Install and Configure Service Connector
Outlook 2007 with SP2 or Outlook 2010
Lync Server 2010 Client & outlook add-in
IE 7, IE8

35

Deployment Phases
Plan
Prepare

Migrate

Unified. Simplified.

Assign SKU/Enable Users


Feature Enablement (Exchange/SharePoint/Lync Server)
Online
Final End-user Communications
Helpdesk/Support Readiness
Mailbox Migrations
Post-Migration Services Testing
Change MX Record

36

Exchange Online
Migration Tools
Hybrid
Exchange Management Console
PowerShell

Simple IMAP/Exchange Migration


Simple Exchange Coexistence

Third Party Tools


bit | titan
Quest
Binary Tree
Unified. Simplified.

37

SharePoint Online
Migration Tools
Third Party Tools
Quest/Metalogix

Unified. Simplified.

38

Common Deployment Blockers

Long-pole Tasks and Milestones


Infrastructure requirements
On premises hardware, certificates, etc
Client upgrades
Gaps in Service offering
Product vs. Service
On-premise customization
Resources
Plan for the necessary resources
Time, money, people, etc.

39

Migration Support
Alignment of People, Process, and Technology
Feature Enablement
Final End-user Communications
Helpdesk/Support Readiness
New RBAC/Office 365 roles
Mailbox Migrations
Post-Migration Services Testing
Change MX Record (where applicable)

Unified. Simplified.

40

Steps

41

Questions???

42

Microsoft Exchange Server and


Microsoft
Office 365: How to Set Up a Hybrid
Deployment

43

Session Objectives
Review hybrid features
Learn about the core hybrid components
Understand the planning requirements
Review deployment stages
Whats new in Exchange 2010 SP2?

Unified. Simplified.

44

Planning For Deployment


Can I do it in a weekend?
Source
Server

Exchange
IMAP
Lotus
Notes
Google

Size
Large
Medium
Small

Hybrid
Hybrid
Exchange
sharing
features

Identity
Management
OnPremises
Single SignOn
On-Cloud

Provisioning
DEPLOYMENT
PLAN
Migration
solution is part
of the plan

DirSync
Bulk
Provisioning

45

New Migration Options

Choices to fit your organization


Cu
tov Stag
er ed
IMAP
Hybr
mi migr
migr
id
gra atio
ation
tio n
n

Migration

IMAP migration
Supports wide range of e-mail platforms
E-mail only (no calendar, contacts, or tasks)

Cutover Exchange migration (CEM)


Good for fast, cutover migrations
No server required on-premises

Staged Exchange migration (SEM)

Hybrid

No server required on-premises


Identity federation with on-premises directory

Hybrid deployment
Manage users on-premises and online
Enables cross-premises calendaring, smooth
migration, and easy off-boarding

Exchange 5.5

Exchange 2000

Exchange 2003

Exchange 2007

Exchange 2010

Notes/Domino

GroupWise

Other
X
* Additional options available with tools
from migration partners

46

Todays
Focus

Hybrid

Staged Exchange Migration vs. Hybrid Feature-Set


Feature

Staged

Hybrid

Mail routing between on-premises and cloud (recipients on either side)

Mail routing with shared namespace (if desired) - @company.com on both sides

Unified GAL

Free/Busy and calendar sharing cross-premises

Exchange Sharing

Mailtips, messaging tracking, and mailbox search work cross-premises

OWA Redirection cross-premise (single OWA URL for both on-premises and cloud)

Exchange Online Archive

Mailbox Move

Exchange Management Console used to manage cross-prem relationship & mailbox migrations

Native mailbox move supports both onboarding and offboarding

Secure Transport

No outlook reconfiguration or OST resync required after mailbox migration

Online Mailbox Move allows users to start logged into their mailbox while it is being moved to the cloud

Secure Mail ensure emails cross-premises are encrypted, and the internal auth headers are preserved

47

Hybrid Feature-Set
Cross-Premises Free/Busy and Calendar Sharing
Cross-Premises Free/Busy and
Calendar Sharing
Creates the look and feel of a
single, seamless organization
for meeting scheduling and
management of calendar
Works with any supported
Outlook client; the heavy lifting
is done by the Exchange Server
2010 CAS servers and the MS
Federation Gateway and is
transparent to the client
48

Hybrid Feature-Set
Cross-Premises MailTips

Cross-Premises MailTips
Creates the look and feel of a
single, seamless organization.
Correct evaluation of Internal
to vs. External to organization
context
Allows awareness and correct
Outlook 2010 representation of
mail-tips for size and quantity
limits on DGs, etc.

49

Hybrid Feature-Set
Cross-Premises Message Tracking
Cross-Premises Message Tracking
Creates the look and feel of a single,
seamless organization
Message tracking started from onpremises or from the cloud will track
through to the edge of the combined
organization
Tracking fidelity across Exchange
Server 2010 SP1 servers will be
identical to fully on-premises
organizations (i.e. high fidelity)
Tracking fidelity across pre-2010
servers will be identical to fully onpremises organizations (i.e. lower
50

Hybrid Feature-Set
Cross-Premises mailbox search
Cross-Premises Mailbox Search
Allows compliance officers to
select/manage mailboxes for mailbox
searches from on-premises or cloudhosted mailboxes
Graphical representation allows to
differentiate between on-premises and
cloud-hosted mailboxes in the picker
Search results returned across all
selected mailboxes, regardless of
mailbox location!
51

Hybrid Feature-set
Cross-Premises OWA redirection
Single URL
Allows mailbox access to OWA via a single
URL (pointed to on-premises CAS)
Ensures a good end-user experience as
mailboxes are moved in-and-out of the
cloud, since OWA URL remains unchanged

Better Cloud log in experience


Log in experience can be greatly improved
by adding your domain name into your
cloud URL so that you can access your
cloud mailbox without the interruption of
Go There page
52

Hybrid Feature-set
Cross-Premises Mailflow
Cross-Premises Mailflow
Hybrid adds the ability to preserve
internal organizational headers.
Most important header: Auth
header
Allows us to treat a message
from the cloud as
authenticated. This means we
trust the message and resolve
the sender to a recipient in the
GAL.
Restrictions specified for that
recipient get honored.
When sender expanded in

53

Hybrid
Feature summary
Makes your on-premises organization and cloud organization work together like
a single, seamless organization
Offers near-parity of features/experience on-premises and in the cloud
Seamless interactions between on-premises and cloud mailboxes
Migrations in and out of the cloud transparent to end-user
Features not supported:
Coexistence of Delegate permissions Delegate permissions are migrated,
but do not work when Delegator and Delegate are split between on-prem &
cloud
Migration of Send As/Full Access permissions
Multi-forest Only single forest source environments
Public Folders
54

Planning & Concepts

55
Unified. Simplified.

Hybrid Server Roles


2 Required Server Roles:
Office 365 Active Directory Synchronization
Exchange Server 2010 SP1 CAS/Hub*

1 Optional Server Role:

Active Directory Federation Services


Office 365
Directory
Sync

Unified Global Address List

FREE!
with paid
Exchange
Online
subscription

AD FS

Exchange
Server 2010
SP1 CAS/Hub

* Mbx role is required for legacy Public Folder based free/busy support

56

Shared Namespace

57
Unified. Simplified.

Single Namespace Core Concepts

Email from joe@foo.com


to ben@contoso.com

58

Shared Namespace Core Concepts


Email from joe@foo.com to
ben@contoso.com

Email is forwarded to
ben@service.contoso.com

59

Exchange Sharing

60
Unified. Simplified.

Federation Scenarios
Federation a very overloaded word
Sign-On Scenarios
ADFSv2 - Identity
Federation
User uses corporate credentials to
access Online resources in the cloud

Applies to all Office


365 services, not just
Exchange Online

Single Sign-on cloud mailbox login


Direct Logon for LOB apps

Cross-premises Free/Busy, Shared


Calendaring

Delegation Scenarios
Exchange Federation

Cross-premises Mailtips

Services act on behalf of a user


to access Exchange resources

Cross-premises Mailbox Search


Specific to hybrid
features provided by
Exchange Online

Cross-premises Message Tracking


Cross-premises Mailbox Move authentication
Cross-premises OWA redirection (single URL)
Cross-premises Archiving
61

Standard On-Premises Free/busy


Ben requests
free/busy info
for Brad

CAS Server
locates
Brads
mailbox and
resolves the
request

Brads
free/busy is
returned to
the Outlook
client

62

Federated Free/Busy
Ben requests
free/busy info
for Joe
Free/busy
info is
returned to
the CAS
Server
Joes
free/busy is
returned to
the Outlook
client

CAS Server
finds that Joes
mailbox is
external and
there is a
matching
Organization
Relationship

CAS Server
passes the
MFG token
and requests
Joes
free/busy on
behalf of Ben

MFG
returns a
Delegation
Token

CAS connects
to the MFG to
request a
Delegation
Token

63

CAS Server finds


that Bens
archive is held
within Exchange
Online

Exchange Online Archive

Bens
Archive
hierarchy
builds within
the Outlook
client

MAPI

MAPI

Ben
Attempts to
access his
Online
Archive

CAS connects
to the MFG to
request a
Delegation
Token

Archive
Request
From
Ben
To
Archive

Archive
hierarchy is
returned

MFG
returns a
Delegation
Token
CAS Server
requests
access to
Bens online
archive

64

Secure Transport

65
Unified. Simplified.

Secure Mail TLS


Domai
n
Secure

The FOPE transport


certificate subject is
mail.messaging.microsoft.c
om

S
L
T
The Hub/Edge
transport
certificate subject
is
mail.contoso.com

66

Secure Mail - Sending Internal Headers


to the Cloud
FOPE records the senders
certificate subject. In this
example its:
mail.contoso.com

XOORG
Data

XOORG
Data
Certificat
e Subject

Exchange Online
If the outbound
verifies cert subject
email is destined
matches the
for Exchange
configured value. If
Online, internal
cert subject is valid,
headers are added
Exchange promotes
to the email.
internal header

Crosspremises
emails
are
authenti
cated as
Internal

67

Secure Mail Sending Internal Headers to


On-Premises
Emails
from the
cloud are
seen as
Internal
by
Transpor
t

XOORG
Data

XOORG
Data

on-email
If theExchange
outbound
premises
verifies
cert
is destined
for
subject
matches
Exchange
On-the
configured value. If
premises,
internal
cert subject is valid,
headers
arepromotes
added to
Exchange
the email.
internal
headers.

68

Centralized Mail Flow Control

Only Exchange
on-premises is
allowed to
send mail into
the cloud

Centraliz
ed Mail
Flow
Control

All outbound cloud


email is sent via
on premises

TLS

Exchange Online
to On Premises
Connector Address
Space = *@*

69

Deployment

70
Unified. Simplified.

Exchange Deployment Assistant


Exchange Deployment Assistant
http://technet.microsoft.com/exdeploy2010
Currently supports hybrid
configuration with Exchange
Server 2003 or 2007
Exchange Server 2010 SP1
support before GA

Unified. Simplified.

71

Hybrid Setup
Step 1 Office 365 configuration steps
Step

Details

Required/
Recommended

Register your custom


domains in the Office 365
portal

Register any primary SMTP domains

Required

Configure Federated Identity

On-premises ADFS/Geneva server allows onpremises (single) identity to be used for cloud
authentication

Recommended

Configure DirSync

On-premises appliance synchronizes on-premises


directory/GAL with the cloud

Required

Enable DirSync Writeback

Allows rich off-boarding with message-repliability,


archiving in the cloud, and UM in the cloud

Recommended

72

Hybrid Setup
Step 2 Exchange Configuration Steps
Step

Details

Required/
Recommended

Install Exchange Server


2010 SP1 server Onpremises

On-premises Exchange Server 2010 SP1 CAS/Hub server (also MBX role for some scenarios)
required for hybrid features

Required

Configure cloud
Autodiscover DNS record

Allows on-premises targeted autodiscover Outlook client to redirect to cloud without prompts

Required

Publish MRS Proxy

Allows Exchange Online Mailbox Replication Service to connect On Premises and perform a move
to the cloud

Required

Implement Cloud
Configuration Policies

Create configuration policies in the cloud to match (or complement) on-premises configuration
policies (e.g. ActiveSync policies, OWA policies, etc.)

Recommended

Configure RBAC in the


cloud

Create/manage Role Based Access Control (RBAC) settings in the cloud to match (or complement)
on-premises RBAC configuration

Recommended

Configure Federation Trust /


Org Relationship
Federated Sharing

Enable infrastructure for delegated Live namespace federation. Allows the following features:

Recommended

Configure Cross-premises
mail routing

Cross-premises Free/Busy, Shared


Calendaring

Cross-premises OWA redirection (single


URL)

Cross-premises Mailtips

Cross-premises Mailbox Search

Cross-premises Message Tracking

Cross-premises Archiving

Configure Cross-premises mail routing. This configuration ensures proper anti-spam/header


handling for mail sent between on-premises and the cloud.

Recommended

73

Creating the Exchange Federation Trust


Create Exchange Federation Trust
with the MFG using a unique
namespace
e.g.
exchangedelegation.contoso.co
m

On-premises Org
Relationship with
service.contoso.co
m

Automatic implied
trust between the
Exchange Online
tenant and MFG

Exchange Online
Org Relationship
with
contoso.com
74

Creating
the
Secure
Mail
Connectors
Create the
Exchange
Send
Connector

Remote
Domains
define the use
of internal
headers

Create the
FOPE Inbound
Connector

Remote
Domains
define the use
of internal
headers

Create the
Exchange
Receive
Connector

Create the
FOPE
Outbound
Connector

75

Whats New in Exchange 2010 SP2?


New Hybrid Configuration Wizard
Exchange federation trust
Organization relationships
Remote domains/accepted domains
Email address policies

Pre-SP2: Approximately 50 manual


steps
With SP2: Now only 6 manual steps

Send/Receive connector
Forefront inbound/outbound connectors
MRSProxy
Pre-req checks (i.e. Office365 Active Directory Sync, Exchange certificates, registered custom domains,
etc)

New PowerShell cmdlets


New/Get/Set/Update-HybridConfiguration

Namespaces improvements
Removing requirement for unique namespace
Providing every customer a coexistence domain, for every hybrid deployment
Service.contoso.com is now Contoso.mail.onmicrosoft.com
76

In Review: Session Takeaways


Hybrid is about 3 core components:
1. Migration
2. Exchange Sharing
3. Secure Transport

Hybrid setup has a bunch of steps, but its primarily about getting the
planning right:
. Namespaces & Certificates are the two key areas to think about

Moving to Exchange Server 2010 on-premises sets you up for a


smooth path to the cloud
Whats new in SP2?
Unified. Simplified.

77

Migration & Management

Appendix
78
Unified. Simplified.

Hybrid GUI Management


Connecting on-premise GUI to the cloud
Once you have installed Exchange Server 2010 SP1 on-premises and connected it to
your Exchange Online 2010 organization, you can use EMC GUI for a number of the
configuration steps on the previous slides

79

Hybrid Migration
Administrator uses EMC on-premises tool to manage mailbox moves
and other administrative cross-premises tasks
Note: There is no requirement to move mailboxes on-premises to an Exchange
Server 2010 server prior to moving them to the cloud

Dirsync keeps GAL in sync as mailboxes are moved


Exchange
Server 2010
CAS

Exchange
Server
2003

Exchange
Server 2007

Mailbox migration

Exchange
Server
2010 SP1

80

Hybrid Migration
Cross-Premises mailbox move experience

Cross-Premises moves just


like on-premises
Cross-Premises mailbox
moves driven out of EMC GUI
Remote Move wizard
With federated sharing
configuration in place, it
eliminates the explicitcredentials requirement,
allowing mailbox moves to be
executed seamlessly to and
from the cloud
81

Autodiscover

Outlook Profile Generation

(3) Outlook attempts to discover


endpoint through DNS record
autodiscover.service.contoso.com
(1) Where is my mailbox?
(4) Request Authentication
(2) Local Exchange passes a redirect to
(5) Authentication Success
service.contoso.com
(6) Profile Builds

82

Hybrid Migration
The stuff you need to know
Its a true online move user stays connected to their mailbox through the
move
Client switchover happens automatically at the end
Traditional offline move when moving from Exchange 2003 source

Outlook uses Autodiscover to detect the change and fixes up the users Outlook
profile automatically on the client machine
Since its a move (not a new mailbox + data copy), Outlook doesnt see it as a
new/different mailbox. End result = No OST resync
Moves are queued and paced by the datacenter
Object conversion for mail routing happens automatically after data move
Mailbox on-premises gets converted to Mail-enabled user automatically
Admin can override this automation and stage the move-then-convert steps

83

Hybrid Migration
Mailbox Off-boarding

Why might you care about offboarding?


Long term hybrid scenarios
Compliance requirements (retaining ex-employee data)
Piloting online but not committed to the move

What you need to know about offboarding?


Offboarding is available using EMC toolset while in hybrid scenario
Offboarding to on-premises Exchange Server 2010 database is online
mailbox move
Offboarding to on-premises Exchange Server 2003/Exchange Server 2007
database is an offline mailbox move
Cant stay connected to cloud mailbox receiving mail during offline move

Offboarding without hybrid (i.e. any other scenario, including V1


offboarding) is PST via Outlook or partner driven
84

Exchange Management Console


All recipient management should be performed through EMC 2010
SP1
Object should be created through the on-premises node
Any Policies (e.g. OWA Policy) should be assigned through the Cloud
node

85

What is new to recipient management in


Exchange Online?
New on-premises recipient, called Remote Mailbox
Represents a Mailbox that exists in Exchange Online

(Found under Contacts)

Specific to hybrid scenario


Appears as a Mailuser to legacy Exchange
MRS Mailbox Move to Exchange Online will leave a Remote Mailbox in the on-premises
directory
New flag on a Remote Domain allows the targetAddress to be automatically calculated

86

Hybrid Recipient Management


Cross-Premises Object Mapping Groups & Contacts
On Premises Object

Exchange Online
Recipient

Details

Mail enabled contact or AD


contact (non mail enabled)

Mail enabled contact

Mail enabled or plain AD contacts are


synchronized as is

Mail enabled group


(distribution or security
group)

Mail enabled group

Mail enabled groups are synchronized to


Exchange Online. Group type (sec/dis) is
preserved

Non mail enabled security


group

Not synchronized

Non mail enabled groups are non functional


in Exchange Online and therefore not synced

87

Hybrid Recipient Management


Cross-Premises Object Mapping - Users
On Premises Object

Exchange Online
Recipient

Details

Mailbox

Mailuser

If Exchange Online detects the presence of a


mailbox then it creates a Mailuser in the cloud

Mailuser

Mailuser

Synchronized as is

Remote Mailbox

Mailbox

A mailbox is automatically provisioned with a 30


day license grace period

AD User (non mail


enabled)

Not synchronized

Non mail enabled users are not synchronized. A


placeholder object may be visible via
PowerShell

Note: Licensing a user that does not have a Mailbox will trigger Exchange Online to provision one.
This is to support a staged Exchange migration and not required for hybrid

88

Microsoft Exchange Online in


Microsoft Office 365:
Migration Case Study

89

Kentucky Department of
Education
John Logan
KETS Engineering and Architecture
Directory Services and Messaging
john.logan@education.ky.gov

customer

90

Full Armor
Danny Kim
CTO

partner
91

Agenda and Overview


t
ar
1
t
S

Introductio
n

Overview

3
Challenges and
Choices

Planning

Email Situation
KDE Migration
KDEs Challenges
Planning
Choosing the Cloud Involving a Partner

Unified. Simplified.

5
The Migration

Migration logistics
Post Migration

Experience

Managing Today

KDE Admin

Q&A

Ask us!

Experience
KDE
Recommendations
Microsoft Migration
Recommendations

92

d
en

What is KETS?
KETS: Kentucky Education Technology System
KDE: Kentucky Department of Education
83 employees in the Technology Office (K.I.D.S.)
Operations/Engineering
KETS Engineers
KSB and KSD
Supports 174 Public School Districts
Each has a CIO
They range from one person who wears all hats (including
coaching basketball) to districts with technology offices
Partners
Unified. Simplified.

93

120 Counties 174 Districts

Unified. Simplified.

94

Our Customers
174 Public School Districts
1,233 Schools

636,188 Students
51,929 Certified Staff
44,023 Teachers

48,791 Classified Staff


500 KDE Staff
Other State Agencies
Taxpayers
187 Day School Year
349,903 students qualify for
free/reduced meals
106,046 Exceptional Children
Unified. Simplified.

95

Additional Info
2.73 1 Student to Workstation ratio
76% of Classrooms are Intelligent
Classrooms
76% of Students have computers at
home (68.6% with Internet access)
91% of Teachers have computers at
home
15,000 Staff Handhelds

Unified. Simplified.

96

Challenges and Choices


Overview of Situation and Challenges

97
Unified. Simplified.

Evolution of Statewide Email


Services
Local District Owned and Operated

MS-Mail
1994

MS
Exchang
e
4.0/5.0/5.
5
1996-2003

State Provided

MS
Exchang
e
2003-2010

Expectations of Reliability and Accessibility

98

KDEs Email Roadmap


2003

1994

200 Microsoft
Exchange 2003
Servers

1250 Microsoft
Mail 3.5 Servers

1996

2010

200 Microsoft
Exchange 5.5
Servers

0 Email Servers

The beginning of me not being the mailman


99

Active Directory
180 Active Directory domains in one Forest

544 Domain Controllers (1 GC / 2DCs per domain with Repl Hubs)


PCNS on all
Extended Schema to add Live@edu specific attributes for OLPS
Designations for Staff vs Students
KDE reserves Domain Admins

100

AD Domain/Site Layout
DC

ADAIR

DC

GC

D
C

D
C

GC

WOODFORD

ROOT
GC GC GC GC

180 Domains
(classic
Hub&Spoke)

D
C

W2K8 (All HyperV)

KCC is on

15 minute

DC

GC

KDE

InterSite
101

Enterprise Considerations
KEN Network
MPLS
10 Mbps 500 Mbps > 4
Gbps

174 Districts + KSB/KSD


Autonomous with
governance

KDE
Support
102

Business Requirements
State law requiring inspectability (Org-own) and data
ownership
Existing State Standards
Larger Mailbox and attachment sizes
Web, Client, and Mobile accessible
Integration with existing infrastructure
Consolidation of distributed infrastructure
Additional collaborative options (Web 2.0 tools)

103

Additional Business Requirements


Cheap, good, easy and quick
Students cannot be seen in GAL outside of district
District techs must have access to manage/control/restrict
student access and mail flow
Has to have at least the functionality and manageability
we had with Exchange 2003
Leverage Active Directory infrastructure

104

Why Use Cloud-Based Services for E-mail?


Met requirements
No more mailbox servers
Single point of accountability
Gave us alternatives from an accessibility
perspective
Gets us out of the widget-turning business
Outsourced Lifecycle Management

105

Why Microsoft?
Runs on Exchange
Organizationally owned data
24 x 7 Enterprise-level support
Full integration with existing infrastructure
Single point of accountability
Additional collaborative tools and Forefront Online
Protection for Exchange
Larger mailboxes: 10GB Mailboxes
Free for educational institutions ($ 6.4 M in cost avoidance)
Partnership
106

Why FullArmor?
Microsoft Recommended
Great (and tireless) people to work with
Great product
Allowed us to focus on migration of objects while others
could focus on user data migration if they wished.

107

Planning
Planning a move to the cloud

108
Unified. Simplified.

What We Did
October 2008 (built the team)
Advisory Committee
Partners (Microsoft and Dell)
March/April 2010 Pilots
Partner - FullArmor
District Deployment Guide
District Operations Guide
May 21, 2010
BIG BANG!
Created 828,000 Windows Live IDs
109

Project Timeline

110

Migration Processes

Formal project..
SOWs, Requirements, Design, Test, etc

Major Milestones
Built Tenants, RBACs, etc
KDE Live@edu Components between on-prem AD and Exchange Online
Warmed cloud beforehand with users

Communicated! (Implementation Guide and DOG)

Pilots, then Big Bang


Districts could migrate content (FullArmour)

111

KDE Migration Utilizing FullArmor


Tool
Problem: KDE needed to provide a solution to all school districts
to perform a coordinated migration with minimal support.
Solution: FullArmor provided a simple-to-use migration tool to
enable non-technical personnel to perform migrations of email,
calendar and contact for their independent school districts in a
coordinated way during weekend and subsequent migrations.

112

The Migration
Migration of over 800k mailboxes

113
Unified. Simplified.

Major Migration Milestones


Prior
Envisioned,
designed,
implemented
components,
tested
Gathered client
usage
AD account and
mailbox cleanup
Sent

T-4 Weeks
Create new and
capture existing
EASI IDs
Pilots processes,
docs and
technology
Users reset AD
passwords

T-2 Days
(5/19/2010)
Distribute district
admin accounts
Redirect SMTP
relays
Disable Exchange
2003 provisioning
(RUS, etc)
Administration
moratorium
114
Back-up AD

Major Migration Milestones


Day of Migration Big Bang 5/21/2010
Convert Windows Live IDs to mailboxes
Pilots e-mail to other districts now goes to cloud

External e-mail is redirected to Exchange Online


Autodiscover DNS entry
Lock on-premise mailbox access
Enable SSO and recreate Outlook profiles
Service is online

Exchange backups (nothing, PSTs, ExMerge or FullArmour)


Convert on-premises mailboxes to mail-enabled users
Decommission Exchange 2003

115

Bob
Active Account w/ mailbox
SMTP:
Bob@District1.Com
X500=LegacyExchangeDN

Tom
Disabled Account w/o mailbox
Tom
Active Account w/ mailbox
SMTP: Tom@Districtx.com
SMTP:
TargetAddress:
Tom@Districtx.com
X500=LegacyExchangeDN

E-mail
E-mail
E-mail

Pilot Migration

Ex
Servers

Bob
Bob
Local Account w/o mailbox:
Local
Account w/ Mailbox:
TargetAddr:
SMTP:
Bob@District1.Com
Bob@District1.Com

District 1

Unified. Simplified.

Mail FWD

Mail FWD

Active
Directory

E-mail

Active
Directory

E-mail
E-mail

Chick
Chick
Disabled
Account
mailbox
Active
Account
w/ w/o
mailbox
SMTP: Chick@District174.Com
SMTP: Chick@District174.com
TargetAddress:
X500=LegacyExchangeDN
Chick@District174.com
X500=LegacyExchangeDN

BIG BANG

Ex
Servers

Tom
Tom
Local Account w/o mailbox:
Local Account w/ Mailbox:
TargetAddr:
SMTP: Tom@Districtx.Com
Tom@Districtx.Com

District x

On-Premises Exchange 2003

Active
Directory

Ex
Servers

Chick
Chick
Local Account w/o mailbox:
Local Account w/ Mailbox:
TargetAddr:
SMTP: Chick@District174.Com
Chick@District174.Com

District 174

116

KDEs Live@edu Components


OLPS
KETS Control Panel
PCNS
SSO
Administrative accounts per district
SMTP Relay
Messaging and Directory Services Team (4 members)
KETS Service Desk
KETS Engineers
District Operations Guide (DOG)
117

Infrastructure
STUDENTS

CONTACTS
STUDENTS
FACULTY

STAFF
STUDENTS

DISTRIBUTION LISTS

STAFF TENANT
ILM

ILM

MV

MV

AD MA
USERS

ILM

CS

METAVERSE

CS

CS

STUDENTS

ILM

ILM

MV

MV

MV

OUTLOOK
LIVE
PROVISIONIN
G
SYSTEM

OUTLOOK LIVE MA
USERS
Contacts and Groups
Provisioning Database

Registry Service
Database
Components

Catalog Service
Database
Components

STUDENTS

STUDENT TENANTS 1 - 179

ILM

REGISTRY MA USERS

STUDENTS

Outlook Live Service


Database
Components

User
Contact
Group
Mailbox Enabled User

Active Directory Global


Catalog
179 Domains

Mailbox Enabled
Group

CONTACTS

FACULTY

Mailbox Enabled
Contact

STAFF

DISTRIBUTION LISTS

118

Exchange Online
Staff Tenant
Accepted Domains
District 1
Adair.kyschools.us
Allen.kyschools.us
Anchorage.kyschools.us
Anderson.kyschools.us
Fayette
Ashland.kyschools.us
.
BOB
JIM
.
Education.ky.gov
.
.
District 178
Woodford.kyschools.us

Student Tenants

179 Domain Controllers

District 1

Stu.Adair.kyschools.us
AD replication
(15 minutes Inter-site)
Stu.Allen.kyschools.us
Stu.Anchorage.kyschools.us
Stu.Anderson.kyschools.us
stu.fayette
Stu.Ashland.kyschools.us
.
TOMMY
.
Stu.Fayette.kyschools.us
District
90
Active
Directory
.
.
Fayette
Stu.Woodford.kyschools.us

DRAD

GC
KCP
SSO

TOMMY
JIM

OLPS
GALSync

District 120
Staf
BOB

W2K8 Core w/Hyper-V

JIM

District 178
Students

Partner
Agencies

TOMMY

GC
DC

119

Migration Execution using FullArmor Tool


Migration product was command-line
driven.
KETS wrapped the migration product
with their own, custom UI that
connected to AD to fetch users
Used ExMerge under the covers to
automatically export each users
mailbox to PST file.
Then, the migration product migrated
the PST data to Live@edu, all
seamlessly.

Live@edu

FullArmo
r
Migrator

Server
Storage

w/custom UI

AD

Exchange
Server

120

Managing Today
And recommendations

121
Unified. Simplified.

What District Techs Can Do


For staff
Manage their users and DGs (ADUC, ECP, KCP, PowerShell)
Change domain settings
KETS Control Panel
KDE owns Tenant Admin management

For students
Manage their users (No GAL)
More of a full-Tenant admin
Transport Rules (Closed Campus, or custom through PowerShell)
RBACs
and set Tombstoning for each
122

Spoon Feeding..

123

Challenges
We are 177 separate companies that act like one
Always updating..
Web2.0
Org-owned and I-owned
Age 13
Multi-Tenant design
Documentation is a challenge
Demarcation of support
PowerShell and RBACs (were K12)
124

Moving Forward.
SIMPLIFY! (revisit our requirements)
Snowbound Initiative
Look at putting more in the cloud
OLPS, SMTP Relay
AD?
What about support?
P-20
College/Career Ready
7 or our 8 State Colleges are Live@edu
Evictions are not in Live@edu
Cross-Tenant mailbox moves/renames
125

Takeaways
Cost (TCO)
Communication / Documentation
Support
Functionality to fit K12
Easy, available, useful and cheap

Move to the cloud


Its a great move for some things. Your engineering and support
framework will change.

126

KETS Recommendations
Identify requirements
Formalized project
Procure MCS, FullArmour and other partner resources
depending on complexity
Involve teachers and students
Quit trying to be the experts and widget turners
Give the technology to the teachers and kids

127

Full Armor Recommendations


Partnering: Luck Favors the Prepared
As a partner, SI, or ISV learn the skills to provisioning Exchange
First to Market = First to Partner

Migrating: The Turtle wins over the Hare


Measure Twice cut Once
Start Small, Build up to Large Scale

128

New Migration Options

Choices to Fit Your Organization


Ex
ch
Stag
an
ed
IMAP ge
Hybr
migr
migr mi
id
atio
ation gra
n
tio
n

Migration

IMAP migration
Supports wide range of e-mail platforms
E-mail only (no calendar, contacts, or tasks)

Cut-Over Exchange migration (C-EM)


Good for fast, cutover migrations
No server required on-premises

Staged Exchange
` migration (S-EM)

Hybrid

No server required on-premises


Identity federation with on-premises directory

Hybrid deployment (MRS)


Manage users on-premises and online
Enables cross-premises calendaring, smooth
migration, and easy off-boarding

Exchange 5.5

Exchange 2000

Exchange 2003

Exchange 2007

Exchange 2010

Notes/Domino

GroupWise

* Additional options available with tools


Other
X
from migration partners

129

Quest Migrator for Cloud Email


Formerly FullArmor MailPortal Migrator

You can download and start to use Quest Migrator for Cloud
Email (QMCE) today!
http://www.quest.com/migrator-for-cloud-email
Written resources are available online to help you plan and
execute your migration
Product includes limited free migrations
Contact Quest Software for licensing details

130

Questions?

131

Microsoft Exchange Online in


Microsoft Office 365: Simple
Migration Live!

132

Session Objectives and Takeaways


Session Objective(s):
Overview of the migration space and the available tools
Explain and demonstrate Exchange Migration tools in Office 365
Cut-Over EM
Staged EM
Key Takeaways
Office 365 provides out of the box online migrations tool that are simple to
use

Unified. Simplified.

133

Deployment Plan
Stages
1. Plan

2. Prepare

Add and Verify


SMTP domains

3. Migrate

4. Decommission

Configure On
Premise

Read case studies


and documentation

DNS Administration

134

Deployment Plan
Factors
Size
Large
Medium
Small

Identity
Management
On-Premise
Single SignOn
On-Cloud

Source Server
Exchange
IMAP
Lotus Notes
Google

Hybrid
Hybrid
No Hybrid

Provisioning
DEPLOYMENT
PLAN
Migration solution
is part of the plan

DirSync
Bulk
Provisioning
NSPI
Provisioning

135

Deployment Plan

Todays
Focus

Choices to fit your organization


Ex
ch
Stag
an
ed
IMAP ge
Hybr
migr
migr mi
id
atio
ation gra
n
tio
n

Migration

IMAP migration
Supports wide range of e-mail platforms
E-mail only (no calendar, contacts, or tasks)

Cut-Over Exchange migration (C-EM)


Good for fast, cutover migrations
No server required on-premises

Staged Exchange migration (S-EM)

Hybrid

No server required on-premises


Identity federation with on-premises directory

Hybrid deployment (MRS)


Manage users on-premises and online
Enables cross-premises calendaring, smooth
migration, and easy off-boarding

Exchange 5.5

Exchange 2000

Exchange 2003

Exchange 2007

Exchange 2010

Notes/Domino

GroupWise

* Additional options available with tools


Other
X
from migration partners

136

Migration Solutions

How to pick an Exchange migration solution?


MRS

S-EM

C-EM

1
150
25,000

5,000
Organizational Size in Users

<1 Week
2 Weeks
Several Months

3 Weeks

Time For Migration including Planning


None

Mailflow/GalSync

Free/Busy, Archive in Cloud

Co-existence
137

IT Pro Experience
Cutover Exchange Migration
(CEM)

138
Unified. Simplified.

Cutover Exchange Migration


Objective
A simple Exchange
migration solution for
small and medium
businesses to move to
Office 365
Requirement
Organization should be
less than 1000 in size
Outlook Anywhere
service
Identity management in
the cloud

Capability
No on-premise
deployment required
Migration from Exchange
Server 2003 and greater
On-premise or hosted
systems
Integrated Provisioning
High fidelity migrations Mail, calendar, tasks and
many more
139

Deployment Plan
Plan
1. Plan

2. Prepare

Add and Verify


SMTP domains

3. Migrate

4. Decommission

Configure On
Premise

Read case studies


and documentation

DNS Administration

140

Plan

Internet

Read a few case studies


Read Documentation on
help.outlook.com
Decide when you want to kick-off the
migrations
Create the deployment plan

141

Deployment Plan
Prepare
1. Plan

2. Prepare

Add and Verify


SMTP domains

3. Migrate

4. Decommission

Configure On
Premise

Read case studies


and documentation

DNS Administration

142

Prepare

Internet

Public third party CA Issued


certificate
Enable Outlook Anywhere
Create Migration Admin Mailbox
(i.e. migAdmin)
Permissions
For Hosted Scenarios, give full access to
miguser on all the mailboxes to be
migrated
For on-premises, give receive-as access
to miguser . This can be done at the DB
scope

143

Deployment Plan
Migrate
1. Plan

2. Prepare

Add and Verify


SMTP domains

3. Migrate

4. Decommission

Configure On
Premise

Read case studies


and documentation

DNS Administration

144

Migration Flow
Every 24 hrs

New Migration

Provision users,
groups, mailboxes
etc. through NSPI

Initial Sync
Migrate All Mailboxes

Incremental Sync

Switch User to Cloud


through MX Record

License Users

145

Migration Flow
New Batch

MX Record:
On Premise

Internet

Exchange
Online

146

Provision

Exchange
Online

Internet

gr Cre
ou a
ps te
, c us
on er
ta s,
ct
s

Migration Flow

MX Record:
On Premise

147

Sy
nc
tia
l

Initial Sync

Exchange
Online

Internet

In
i

Migration Flow

MX Record:
On Premise

148

Sy
nc
tia
l

Get-MigrationBatch

Exchange
Online

Internet

In
i

Migration Flow

MX Record:
On Premise

149

Migration Flow
Get-MigrationBatch

150

Migration Flow
Admin Migration Reports

151

Migration Flow

Exchange
Online

Internet

Incremental sync happens every


24 hrs

In
cr
em
Sy e
nc nt
a

Incremental Sync

MX Record:
On Premise

Incremental sync is throttled

152

Migration Flow
Switch to Cloud

MX Record:
Cloud

Internet

Exchange
Online

Update MX Record
with the below
information

153

Migration Flow
Users to Office 365

MX Record:
Cloud

Internet

Exchange
Online

154

Migration Flow
Complete-Migration
One final sync before
completing the
migration

MX Record:
Cloud

Internet

Exchange
Online

c
e
or syn
m l
e nta
n
O e
em
cr
n
i

155

Deployment Plan
Decommission
1. Plan

2. Prepare

Add and Verify


SMTP domains

Read case studies


and documentation

DNS Administration

Configure On
Premise

3. Migrate

4. Decommission

IT Pro Experience
Staged Exchange Migration (SEM)

157
Unified. Simplified.

Staged Exchange Migration


Objective
A simple Exchange
migration solution for
medium and large
size organizations
Require
Directory sync

Capability
Migration from Exchange
Server 2003 and
Exchange 2007 only.
Migrate in batches
High fidelity migrations Mail, calendar, tasks and
many more

158

Deployment Plan
Migrate
1. Plan

2. Prepare

Add and Verify


SMTP domains

3. Migrate

4. Decommission

Configure On
Premise

Read case studies


and documentation

DNS Administration

159

Migration Flow

New Batch

Switch User to
Cloud by setting
target address

License

Initial Sync
Migrate mailboxes
in batches

160

Migration Flow
New Batch

MX Record:
On Premise

Interne
t

Exchange
Online

161

Migration Flow

MX Record:
On Premise

Switch Users in Batch to Cloud

Exchange
Online

Internet

Migrate users in batches


as many times as needed

tia
i
In

nc
y
lS

NOTE: Customers are migrated to the


cloud once you start the migration
batch
162

Migration Flow
Users in Batch Move to Office 365

MX Record:
On Premise

Interne
t

Exchange
Online

NOTE: Customers are migrated to


the cloud once you start the
migration batch
163

Migration Flow
Get-MigrationBatch

MX Record:
On Premise

Exchange
Online

Internet

tia
i
In

nc
y
lS

164

Migration Flow
Admin Migration Reports

165

Migration Flow
Update MX Record

MX Record:
On Premise

Internet

Exchange
Online

Migrate users in batches


as many times as needed
Once you are done
update the mx record and
complete the migration

166

IT Pro Experience
Exchange Migration
Mailbox COPY Algorithm

167
Unified. Simplified.

Mailbox Copy
Initial Sync
Mirror Folder Structure first
In each of the folders, we copy latest first
Source Mailbox

Target Mailbox

CONTACTS

CONTACTS

CALENDAR

CALENDAR

TASKS

TASKS

NOTES

NOTES

INBOX

INBOX

SENT ITEMS

SENT ITEMS

OTHERS

OTHERS

168

Mailbox Copy
Incremental Sync
We will Sync the difference in incremental sync
We will add new mail and folders
We will delete mails and folder

Source Mailbox

Target Mailbox

CONTACTS

CONTACTS

CALENDAR

CALENDAR

TASKS

TASKS

NOTES

NOTES

INBOX

INBOX

SENT ITEMS

SENT ITEMS

OTHERS

OTHERS

169

IT Pro Experience
What Isnt and is migrated?

170
Unified. Simplified.

Not Migrated
Security Groups

171

Not Migrated
Dynamic Distribution Lists (DDL)

172

Not Migrated
Dumpster 1.0

173

Not Migrated
Send-As Permissions

174

Migrated

175

IT Pro Experience
Troubleshooting TIPS

176
Unified. Simplified.

Troubleshooting
Scenarios
Performance
Connectivity Issues
Not Viable CA Cert
Unable to set target address

User Content Not Migrated


Large Messages
Bad Item

177

Troubleshooting Performance
Migration Throughput
One knob to control them
all MaxConcurrentMigrations
Limiting Factors

Interne
t

Exchange
Online

Source Servers
Disk Spindles
Network

178

Troubleshooting Performance
How to Identify
Variable

Observation tool

CPU

\Processor(_total)\% Processor Time

Memory

\Memory\Available MBytes
\Memory\Page Faults/sec

Disk IO

PhysicalDisk(*)\Current Disk Queue


Length

Network Bandwidth

\Network Interface(*)\Bytes Sent/sec


\Network Interface(*)\Bytes Total/sec
\Network Interface(*)\Current Bandwidth

Latency

179

Troubleshooting Performance
Fix Increase Concurrency
Increase the concurrency
to an acceptable level

Interne
t

Exchange
Online

180

Troubleshooting Performance
Fix Load Balance
Ensure that batch contains
mailboxes from multiple
source servers

Interne
t

Exchange
Online

181

Troubleshooting Connectivity

182

Troubleshooting Connectivity
Enter migration
Admin
credentials

183

Troubleshooting Connectivity

Notice Auto
discover is
failing

184

Troubleshooting Connectivity

Wrong ExternalHostName. Should have been


semmigration.info
185

Troubleshooting Connectivity

Enter migration
Admin
credentials
186

Troubleshooting Connectivity

Ensure SAN name contains domain name, autodiscover name , internal domain
name

187

Troubleshooting Connectivity

188

Troubleshooting Connectivity
Unable to Set TargetAddress
Are you migrating from Exchange 2010 or Exchange 2010
Sp1 with SSEM ? This is not supported
Add-ADPermission -Identity "CN=Users,DC=WOMYHVdom,DC=extest,DC=microsoft,DC=com" -User migAdmin
-AccessRights WriteProperty -Properties TargetAddress
-InheritanceType SelfAndChildren

189

Troubleshooting: User Content Not Migrated


Large Messages
Source Mailbox

Target Mailbox

INBOX

INBOX

Skipped Item Count +=1

Max Email Message size is 25


MB
190

Troubleshooting: User Content Not Migrated


Bad Messages
Source Mailbox

Target Mailbox

INBOX

INBOX

Skipped Item Count +=1


191

Troubleshooting Internal Errors


Typically target side errors.
Retry Migration
If it still persists, please contact support

192

W Experience
Steps to Take Post Migration

193
Unified. Simplified.

End-User Experience Outlook after


Migration

194

End-User Experience First logon

195

Installs Connector

196

End-User Experience Remove


account

197

End-User Experience Create new Profile


and Resync OST

198

Migrated but needs fixing - Outlook


Rules
End-User need to edit the rule and fix the folder
references

199

Migrated But Needs Fixing - Outlook Rules


End-User need to edit the rule and fix the folder
references

200

Migrated but needs fixing Quick


Steps
End-User need to fix the quick step

201

Migrated but needs fixing Search


Folders
End-User needs to recreate the search folder

202

Session Objectives and Takeaways


Session Objective(s):
Overview of the migration space and the available tools
Explain and demonstrate Exchange Migration tools in Office 365
Cut-Over EM
Staged EM

Key Takeaways
Office 365 provides out of the box online migrations tool that are simple to use

Unified. Simplified.

203

Questions???

204

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