Migration Wiz Migration platform

Prepare the Source Environment

  • Create an administrator account in Office 365 to be used for migration, or use the global admin account for the tenant. KB004948
  • Test mailbox access. Note: Test access to the tenantname.onmicrosoft.com addresses, not to the domainname.com addresses. Make sure that the tenantname.onmicrosoft.com account is attached to each mailbox in Office 365. By default it should be attached, but if not, it will need to be added as an alias to each account. This can be done through the Office 365 admin portal or via PowerShell scripts. KB004616
  • Export the user list to a CSV file. This can be used when bulk-adding users to your MigrationWiz project later. You can copy and paste the user list into the Source Email column within your MigrationWiz project dashboard under Add > Bulk Add. Steps: From the Office 365 admin portal > Users > Active Users > Export > Continue.
    • Note: Change the Source email addresses in the CSV file to point to the tenantname.onmicrosoft.com domain name. This will be used for migration rather than the vanity name. This is important because after the Pre-Stage migration pass, the vanity domain name from the Source must be removed. There will still be a Full (Delta) migration pass after domain removal, hence the reason for using the tenantname.onmicrosoft.com domain name.

Prepare the Destination Environment

  1. Create an administrator account in Office 365 to be used for migration, or use the global admin account for the tenant. KB004948
  2. Set up accounts on Office 365 and assign licenses. These can be created in several ways:
  3. Test mailbox access. Note: Test access to the tenantname.onmicrosoft.com addresses, not to the domainname.com addresses. Make sure that the tenantname.onmicrosoft.com account is attached to each mailbox in Office 365. By default it should be attached, but if not, it will need to be added as an alias to each account. This can be done through the Office 365 admin portal or via PowerShell scripts. KB004616
  4. Export user list to CSV file. This can be used when bulk-adding users to your MigrationWiz project later. You can copy and paste the user list into the Destination Email column within your MigrationWiz project dashboard under Add > Bulk Add. Steps: From Office 365 admin portal > Users > Active Users > Export > Continue.
    • Note: Change the Destination email addresses in the CSV file to point to the .onmicrosoft.com domain name (since this is the only domain name that initially exists on the Destination tenant; migrate to these tenantname.onmicrosoft.com domain names).
  5. Prepare tenant to send and receive large mail items. KB005139

MSPComplete Steps

  1. Create the customer. KB005421
  2. Create the Source and Destination endpoints. KB005427
    • For the Source endpoint:
      • Click on EndPoints > Add Endpoint > Enter endpoint name > For endpoint type, select Office 365.
      • Click on the Provide Credentials radio button, and enter the admin account credentials.
      • Notes:
        • This should be a global admin account. If creating a separate admin account for the purpose of migration, refer to the Office 365 section in KB004725.
        • You should use the tenantname.onmicrosoft.com address, for the admin account domain name.
    • For the Destination endpoint:
      • Click on EndPoints > Add Endpoint > Enter endpoint name > For endpoint type, select Office 365.
      • Click on the Provide Credentials radio button, and enter the admin account credentials.
      • Notes:
        • This should be a global admin account. If you are creating a separate admin account for the purpose of migration, refer to the Office 365 section in KB004725.
        • You should use the tenantname.onmicrosoft.com address for the admin account domain name.
  3. Purchase licenses. From your MSPComplete dashboard, click on Purchase > Mailbox Migration > select MigrationWiz-Mailbox and enter the number of licenses you wish to purchase. Note: Check to see if there are any available bundles for discounts (e.g., MigrationWiz-Mailbox and DeploymentPro Bundle).  KB004647
  4. Deploy DMA to users. Once DMA has been deployed to users, check the Users tab in MSPComplete. This will be populated with the user accounts that have DMA installed. DMA can be deployed by either of these options:
    • Via Group Policy Object (GPO). Note: This is the recommended methodology, because no end user interaction is required. ?KB005412  video
    • Via email. KB005411

DeploymentPro Steps

  1. Launch DeploymentPro.
    • Go to All Products > DeploymentPro and follow the prompts to launch.
    • Select a customer from the list by clicking on the customer name. Note: The status column will show enabled when a customer account has had DMA deployed.
    • Configure customer DeploymentPro module:
      • Enter Domain.
      • Select the Destination endpoint.
      • Checkmark the Auto-populate box. 
      • In the Client Interface Configurations section, upload your company logo and add supporting text. Note: We strongly recommend doing this, because this is the logo and text that end users will see in a desktop pop-up when they are prompted to reconfigure their Outlook profiles. If you do not upload your own logo, the default BitTitan logo will be included instead.
      • Save and continue.
  2. Activate DeploymentPro module for users.
    • Either select all users (by checkmarking the box to the left of the Primary Email column heading), or select the individual users (by checkmarking the boxes to the left of the user email addresses). Note: You will need to purchase DeploymentPro licenses for each user that will be using DeploymentPro. KB004647
    • Click on the Run Module button.
  3. Schedule profile cutover date.
    • Set the date and time for the Outlook profile configuration to occur, and click on the Run Module button.
      • Notes:
        • The DeploymentPro module will install on user devices immediately, and then run silently until this date.
        • The profile cutover date should be set to a date and time that is shortly after MX record cutover.
  4. On the profile cutover date, users will be guided through the reconfiguration of their Outlook profile.

MigrationWiz Steps 

Watch this video to see a walk-through of the steps below.

  1. Create the Mailbox Migration project. KB004380
    • Create the Mailbox Migration project > Select the customer > Select the Source endpoint > Select the Destination endpoint.
  2. Add the accounts (also referred to as "items") that will be migrated to the project. KB004842 
    • Notes:
      • You can add users via the Add > Bulk Add option. You could then copy the user lists from your Source and Destination CSV files directly into the columns marked Source Email and Destination Email.
      • It is important to use the tenantname.onmicrosoft.com addresses for both the Source and Destination usernames, rather than the vanity names.
  3. Set the Project Advanced Options. KB004834
    • The following options are most valuable for this migration scenario:
      • Set to use impersonation at the Source. Checkmark the Use impersonation at Source box. KB004727
      • Set to use impersonation at the Destination. Checkmark the Use impersonation at Destination box. KB004727
      • If this is a large migration project, the value for Maximum concurrent migrations?, under the Performance section, can be set to a very high value, e.g., 250. Note: There is no limit for this value (for cloud to cloud migrations), if using impersonation.?
      • Under Support/Support Options, add the following: RecipientMapping="@sourcetenantname.onmicrosoft.com->@destinationdomainname.com" KB005150
        • Notes:
          • The RecipientMapping above is just an example; do not copy this verbatim. It needs to be changed to reflect the sourcetenantname.onmicrosoft.com account name and the customer Destination domain name.
          • More than one remapping expression can be used.
          • This is a very important step for Office 365 to Office 365 migrations. It ensures that emails have the ability to be replied to, even after the Full (Delta) migration has occurred, because they will be mapped to the new destination domain name, rather than using the old sourcetenantname.onmicrosoft.com account name (- which will no longer be available, once the tenant is retired).
  4. Run Verify Credentials. KB004511
  5. Notify users that a migration is occurring. Send email to all users telling them the time and date of the migration.
  6. Pre-Stage pass: Select the users > Click on the Start button from the top, and select Pre-Stage Migration > Under the Migration Scheduling section, from the drop-down list, select 90 days ago > Click on Start Migration. KB004938
  7. Remove Domain from Source. Note: This should only be done after the Pre-Stage migration pass has completed. Typically, it is done late on a Friday night.
    • Enable remote PowerShell access for Office 365. Read the Knowledge Base article How do I enable remote PowerShell access for Office 365? for the steps to follow.
    • The method to remove a domain is to remove any vestige of that domain in the Source Tenant. The following example PowerShell script changes "All" UPNs for all users except the admin account replacing the domain name by the onmicrosoft.com addresses and redirects output to a file UPNChangeOutput.txt:

     

    $UserCredential = Get-Credential

    Connect-MsolService -Credential $UserCredential

    $Session = New-PSSession -ConfigurationName Microsoft.Exchange -ConnectionUri https://outlook.office365.com/powershell-liveid/ -Credential $UserCredential -Authentication Basic -AllowRedirection

    Import-PSSession $Session -AllowClobber

    $testpath = test-path c:\temp ; If ($testpath -eq $false ) {new-item -type directory c:\temp }; $dataout = @();

    Get-MsolUser -All | ? {$_. UserPrincipalName -match "Sourcedomain.com" -and $_. UserPrincipalName -notmatch "admin" } | % {Set-MsolUserPrincipalName -ObjectId $_. objectId -NewUserPrincipalName ($_. UserPrincipalName. Split("@" )[0] + "@Sourcedomain.onmicrosoft.com" ); $dataout += " $($_. UserPrincipalName)" ; $_. UserPrincipalName };$dataout | out-file c:\temp\UPNChangeOutput.txt

     

    Notes:

    • In the PowerShell script above, replace @Sourcedomain.onmicrosoft.com with @"yourSourceTenantName".onmicrosoft.com, where "yourSourceTenantName" is the actual name of the tenant account. This is set when the tenant account was first created.
    • If there are several domains in the Source tenant being moved to the new tenant, the PowerShell script above must be run for each of the domains.
    • From the admin portal, change the UPN of the admin account to the onmicrosoft.com address.
    • Once the script has been run, the domain can be removed. Remove the domain from the admin portal (go to: admin/Office365/Domains/Delete or via PowerShell). Read the Knowledge Base article How do I remove a domain from Office 365? for more information.
    • When removing the domain, there may be a warning message: "Remove domain....A problem was encountered while removing this domain". To resolve this, remove any other references to the old domain name: remove every contact, group, and reference to the Source domain on the tenant (including any email aliases containing the old domain name). Further advice on how to remove any other references to the old domain name and the PoweShell scripts to assist can be found in the Knowledge Base article How do I remove a domain from Office 365?.
    • If the domain still cannot be removed, contact Microsoft Support to assist with the domain removal.
    • Note: After domain removal, users will not be able to access their email, unless they know and log in with their tenantname.onmicrosoft.com email addresses.

      ***Now wait 30 minutes for domain removal replication to complete.***

  8. Send email to the end users to let them know what to expect for their Outlook profile reconfiguration. If using DeploymentPro, refer to KB005799for some sample text and screen shots that can be included in this email.
  9. Verify Domain at Destination. These actions are performed from within the Tenant 2 (Destination) admin portal.
    • Verify the domain in the Destination Office 365 account. We recommend use of the wizard in Office 365 for this, since once the domain is verified with the Text record, it offers to change all the users to the new Default Domain. Note: Since the domain was previously added to the account, all that needs to be done is to click the Verify button. If the domain is unable to be verified, and there is an error saying the domain already exists on another account, contact Microsoft Support at 1-866-291-7726 (US Toll-Free, other numbers are also available), and tell them that the domain needs to be manually deprovisioned from Forefront.
    • Confirm that every user has the Destinationdomain.com domain name added to their mailbox. Add if necessary.
    • The step above should have added the domain to every user. Click here to download a PowerShell script to check for this and add the domain name. This is only necessary if the users do not have the new default domain added to their account.
  10. MX Record Cutover. On the DNS provider's portal, change the primary MX record to reflect the DNS settings for the new Office 365 organization. DNS settings to change include: Autodiscover, MX and SPF records. Also remove the old settings for Tenant 1. These settings can be found in the Office 365 admin portal, by following these steps:
    • Inside Office 365, click on Admin in the header.
    • On the Admin page, click on Domains in the left pane.
    • Click on the domain name to be set up, and then click on the DNS Settings tab. This page lists the DNS records necessary to set in order to use the Office 365 services.
  11. Full (Delta) pass: Select the users > Click on the Start button from the top, select Full Migration > Click on Start Migration. This migration will complete quickly since most data is migrated during the Pre-Stage migration; Office 365 to Office 365 migrations have high bandwidth available. KB004938
  12. Run Retry Errors. KB004658
  13. Look through the user list and click on any red "failed migration" errors. Review information and act accordingly.
  14. If problems persist, contact Support. KB004529
  15. If not using DeploymentPro, users must create new Outlook profiles, and set up their signatures again, and reattach any PST files that were attached to their previous profile.
  16. Click on the pie chart icon in the MigrationWiz dashboard to receive an email containing all the project migration statistics. KB004626