Power365. Quick Start Guide

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1 Pwer365 Quick Start Guide 12/2017

2 Table f Cntents Prject Types... 4 The Frm File Prject Type... 4 The With Discvery Prject Type... 4 The Integratin Prject Type... 4 The Integratin Pr Prject Type... 4 The Frm File Prject Type... 6 Get ready... 6 Run the Cnfiguratin Wizard... 6 Crrect Any Errrs in the Spreadsheet... 7 The Match Game... 7 Cnfigure yur Migratin Prfiles if yu listed any in yur spreadsheet... 7 Get in Sync... 7 Cutver... 7 The With Discvery Prject Type... 8 Get ready... 8 Pre-Create sme AD grups fr Discvery (suggested)... 8 Run the Cnfiguratin Wizard... 8 The Match Game... 9 Create and Cnfigure sme Migratin Prfiles (ptinal)... 9 Get in Sync... 9 Cutver... 9 The Integratin Prject Type Get ready Plan fr the installatin f Pwer365 Directry Sync Pre-Create sme AD grups fr Discvery (suggested) Pre-Create sme AD Grups fr Glbal Address List sync (if desired) Pre-Create sme AD Grups fr Calendar (free\busy) sync (if desired) Run the Cnfiguratin Wizard The Match Game Prepare fr Success Create and Cnfigure sme Migratin Prfiles (ptinal) Get in Sync Cutver The Integratin Pr Prject Type

3 Get ready Plan fr the installatin f Pwer365 Directry Sync Pre-Create sme AD grups fr Discvery (suggested) Pre-Create sme AD Grups fr Glbal Address List sync (if desired) Pre-Create sme AD Grups fr Calendar (free\busy) sync (if desired) Run the Cnfiguratin Wizard The Match Game Ppulate the Rewrite Eligibility Grups as desired Prepare fr Success Create and Cnfigure sme Migratin Prfiles (ptinal) Get in Sync Cutver Dmain Mve Abut Binary Tree Binary Tree Scial Media Resurces

4 This Quick Start Guide will give yu an verview f the steps t successfully cmpleting yur migratin prject. The first step in any prject is t chse yur prject type frm the pening Pwer365 screen. Chse yur Prject Type, then jump t that sectin f this Quick Start guide. Prject Types The Frm File Prject Type frm File is an all-manual migratin prject. All mailbxes must be created manually in bth surce and tenant. A user list is upladed as a CSV file. This chice is best fr small migratin prjects and nt intended fr glbal enterprise migratins. On-Premise Exchange Migratin is a variant f Frm File that als uses a CSV file. With On-Premise Exchange Migratin, yu can migrate frm an n-premises Exchange envirnment t an Office 365 tenant, r n-premises t anther n-premises Exchange envirnment. Yu can migrate between Exchange 2013, Exchange 2016, and Office365. The With Discvery Prject Type with Discvery is an semi-autmatic migratin prject. All mailbxes must be created manually in bth surce and target tenant. Instead f uplading a user list, with Discvery can discver and match users between tenants. After discvery, yu will be presented with a listing f matched and unmatched users based n attribute(s) that yu have chsen. Yu can then reslve any unmatched user issues. The Integratin Prject Type Integratin is an autmated migratin prject with many additinal ptins. Yu d nt have t create any unmatched mailbxes as this prject type can d that fr yu. Like with Discvery, the Integratin prject type can discver and match users between tenants. After discvery, yu will be presented with a listing f matched and unmatched users based n attribute(s) chsen. Yu can then have Pwer365 reslve any unmatched users by creating the mailbxes fr yu, by chsing an actin called Prepare. The Integratin prject type ffers several additinal ptins. These include: Public Flder migratin. Unified Glbal Address List (users frm the surce tenant appear in the target tenant GAL) Calendar availability sync (Free/busy ne-way, r bi-directinal) Manual r autmatic Mail-Enabled Distributin Grup migratin t the target tenant The Integratin Pr Prject Type Integratin Pr includes all the features f the Integratin prject type, and mre. It is an autmated migratin prject with many additinal ptins. Yu d nt have t create any unmatched mailbxes as this prject type can 4

5 d that fr yu. Like with Discvery, the Integratin Pr prject type can discver users based n Active Directry grups. After discvery, yu will be presented with a listing f matched and unmatched users based n attribute(s) that yu have chsen. Yu can then have Pwer365 reslve any unmatched users by creating the mailbxes fr yu, by chsing an actin called Prepare. The IntegratinPr prject type ffers all f the Integratin prject type ptins and ne mre. These include: Public Flder migratin. Unified Glbal Address List (users frm the surce tenant appear in the target tenant GAL) Calendar availability sync (Free/busy ne-way, r bi-directinal) Manual r autmatic Mail-Enabled Distributin Grup migratin t the target tenant IntegratinPr ffers a pwerful additinal ptin f Dmain Sharing. Dmain sharing between Office 365 tenants is traditinally difficult because nly ne tenant can wn the SMTP Accepted Dmain at a time. This is a cmmn challenge when managing r cnslidating multiple Office 365 tenants. Pwer365 prvides a pwerful and flexible slutin t this prblem. This is the Rewrite Service, als knwn as the Address Rewrite Service (ARS). This ptin allws users t send as if it came frm anther tenant. This is especially useful when a migratin prject spans several mnths, r when lng-term integratin between multiple tenants is required. Fr example, if ne cmpany acquires anther, users can send as if they have already been migrated t the acquiring cmpany, n matter what their actual migratin stage. All users appear t the utside wrld as if they are already part f the acquiring cmpany. This prvides unified branding acrss multiple Office 365 tenants and als prvides a lng-term cexistence slutin when cllapsing/cnslidating ne Office 365 int the ther is nt part f the current business gals. The cnverse is als pssible. Fr thse users wh have already been migrated t the acquiring cmpany s Office365 tenant, yu can chse t have their t cntinue t appear as if they are still in the ld cmpany until the migratin is cmplete fr everyne and Office 365 can be cnslidated int the new cmpanies existing tenant. 5

6 The Frm File Prject Type Get ready Yu will need t prvide at least 1 mailbx-enabled accunt fr each Office 365 tenant. This accunt shuld be a clud-nly accunt (nt synchrnized). This accunt will need the Glbal Administratr Rle and will be used during registratin f yur first Pwer365 prject. Yu will als need at least 1 available Office 365 (Exchange Online) license fr bth surce and target tenants t autmatically prvisin prxy accunts fr mail migratins. That is a ttal f 2 available licenses at a minimum between the tw tenants. The minimum license type wuld be Exchange Online (Plan 1) but any license subscriptin that includes Exchange Online services is cmpatible. These accunts will be autmatically granted Full Access t all tenant mailbxes within the scpe f the migratin prject, prir t data migratins. Pre-create the mailbxes in the target. (NOTE: This step is nly required fr Frm File r with Discvery.) Plan yur Migratin Waves ahead f time, if pssible. A Migratin Wave is a lgical gruping f users that yu will act against at the same time. Fr example, if yu plan t migrate a subset f users in September, yu might make a Migratin Wave called September. Fr Frm File, yu can d this by cmpleting the Migratin Wave clumn in the spreadsheet mentined belw. Yu always have the ptin t add them manually at any time. Plan yur Migratin Prfiles ahead f time, if pssible. A migratin prfile cntains instructins abut the scpe and type f data t be migrated. Fr example, yu culd make a prfile that nly migrates frm the past 30 days. Anther prfile might include , calendar entries, and cntacts fr a specific date range. Fr Frm File, yu can then cmplete the Prfile clumn in the spreadsheet mentined belw. They will be created fr yu, and then yu can g in and cnfigure each ne with yur data migratin chices. Yu always have the ptin t add them manually at any time. Yu will need t create a spreadsheet f all surce users (in scpe fr migratin) matched t all target users using the Exchange Online User address (e.g. If yu fail t include all users in scpe fr migratin during the CSV uplad, yu risk nt translating an address is a message t reflect the migrated user s new target address. This spreadsheet has fur clumns, the surce address, the target address, and, ptinally, but recmmended, the migratin wave and prfile clumns. (During the cnfiguratin, we will prvide a template that yu can dwnlad.) Yu will uplad this spreadsheet during the Cnfiguratin wizard. Run the Cnfiguratin Wizard Chse New Prject, then Frm File as the Prject Type. Answer the questins as they cme up. Here are the areas yu will be cnfiguring What d yu want t call the prject? Describe the prject in a few wrds Adding tenants Uplading the User List spreadsheet 6

7 Creating an autmatic Sync Schedule (if desired) Crrect Any Errrs in the Spreadsheet After yu uplad the spreadsheet, Pwer365 will check it fr errrs. If any errrs are fund, Pwer365 will ffer yu a dwnladable cpy f the spreadsheet with the errrs marked. Fix the errrs, and re-uplad the crrected spreadsheet. Repeat the prcess, if needed, until all users have been imprted errr-free. The Match Game After uplading, check the Users pane in the Dashbard and lk fr any unmatched users. Crrect the prblem by verifying the names in the spreadsheet against the actual accunts in the target t be sure there was nt a spelling issue. If nt, then yu may have missed creating a target accunt fr that user and yu will need t create it. Yu can then re-imprt the spreadsheet and be sure that all users are matched. Cnfigure yur Migratin Prfiles if yu listed any in yur spreadsheet If yu chse t cmplete the migratin prfile clumn in yur spreadsheet, yu will nw find thse prfiles in the expanding menu at the tp right, under Migratin Prfiles. They will all be set t the default settings, s yu will want t custmize each ne accrding t yur preferences. Get in Sync Cpying the data frm the surce mailbx accunt t the target mailbx accunt is the Sync actin. The best way t d this is t set up a Sync Schedule. The cnfiguratin wizard will ffer t d this fr yu, but yu can create Sync Schedules manually frm the Dashbard. A sync schedule cnsists f a start date, an interval (i.e. every 3 days), and a frequency (hw many sync cycles). Yu can make as many Sync Schedules as yu need. Yu can tie a sync schedule t a Migratin Wave, which is prbably the easiest methd. Or, yu can select users manually and chse Sync frm the actin menu. A single mailbx can be synched up t 11 times. Whatever sync methd that yu chse, pick yur users and sync their data. Cutver When it is time fr this user t start using the new mailbx in the target, yu chse the Cutver actin. Yu can apply this t a Migratin Wave, r select users individually. This will prvide the user the ability t run the Outlk Cnfiguratr, which is a Pwer365 executable that can autmatically recnfigure their Outlk prfile. A final sync will als be perfrmed. 7

8 The With Discvery Prject Type Get ready Yu will need t prvide at least 1 mailbx-enabled accunt fr each Office 365 tenant. This accunt shuld be a clud-nly accunt (nt synchrnized). This accunt will need the Glbal Administratr Rle and will be used during registratin f yur first Pwer365 prject. Yu will als need at least 1 available Office 365 (Exchange Online) license fr bth surce and target tenants t autmatically prvisin prxy accunts fr mail migratins. That is a ttal f 2 available licenses at a minimum between the tw tenants. The minimum license type wuld be Exchange Online (Plan 1) but any license subscriptin that includes Exchange Online services is cmpatible. These accunts will be autmatically granted Full Access t all tenant mailbxes within the scpe f the migratin prject, prir t data migratins. Pre-create the mailbxes in the target. (NOTE: This step is nly required fr Frm File r with Discvery.) Plan yur Migratin Waves ahead f time, if pssible. A Migratin Wave is a lgical gruping f users that yu will act against at the same time. Fr example, if yu plan t migrate a subset f users in September, yu might make a Migratin Wave called September. Fr Frm File, yu can d this by cmpleting the Migratin Wave clumn in the spreadsheet mentined belw. Yu always have the ptin t add them manually at any time. Plan yur Migratin Prfiles ahead f time, if pssible. A migratin prfile cntains instructins abut the scpe and type f data t be migrated. Fr example, yu culd make a prfile that nly migrates frm the past 30 days. Anther prfile might include , calendar entries, and cntacts fr a specific date range. Fr Frm File, yu can then cmplete the Prfile clumn in the spreadsheet mentined belw. They will be created fr yu, and then yu can g in and cnfigure each ne with yur data migratin chices. Yu always have the ptin t add them manually at any time. Pre-Create sme AD grups fr Discvery (suggested) Pre-create sme AD Grups fr migratin scpe use. These grup(s) may be synchrnized frm yur lcal AD r be grups that exist in the clud nly. When creating the grup, chse Glbal, Distributin List type. The cnfiguratin wizard will be asking yu t hw yu want t chse yur users fr migratin. Yu can chse All Users, r select by Active Directry Grup. By Active Directry grup is the better methd, s we suggest yu make AD grups just fr this purpse. Add the users t be migrated t these grups. Multiple grups are supprted, s we encurage yu t setup each discvery grup as yur migratin wave grup. Ppulate the grup membership based n yur migratin waves. This will prvide mre granular cntrl ver wh is in scpe fr each migratin event. Run the Cnfiguratin Wizard Chse New Prject, then With Discvery as the Prject Type. Answer the questins as they cme up. Here are the areas yu will be cnfiguring What d yu want t call the prject? Describe the prject in a few wrds 8

9 Adding tenants Selecting dmains Chsing hw t discver users (all users, r by AD grup) Chse yur attributes fr matching (Such as UserPrincipalName, Mail etc.) Creating yur Migratin Waves (if desired) Creating an autmatic Sync Schedule (if desired) The Match Game The discvery prcess will run and pull all the users frm the AD grups that yu have selected (r all users if that s what yu chse). Nw g t the Dashbard and lk at the Users pane. If there are any users that shw N Match as the status, yu need t fix the issue. The mst cmmn fix is t create the missing users in the target. Create and Cnfigure sme Migratin Prfiles (ptinal) A prfile cntains instructins abut the scpe and type f data t be migrated. Fr example, yu culd make a prfile that nly migrates frm the past 30 days. Anther prfile might include , calendar entries, and cntacts fr a specific date range. In the expanding menu at the tp right, pen Migratin Prfiles. Add prfiles as desired and cnfigure them as needed. Any Migratin Wave that has nt been assigned a Migratin Prfile will use the settings in the Default prfile. Get in Sync Cpying the data frm the surce mailbx accunt t the target mailbx accunt is the Sync actin. The best way t d this is t set up a Sync Schedule. The cnfiguratin wizard will ffer t d this fr yu, but yu can create Sync Schedules manually frm the Dashbard. A sync schedule cnsists f a start date, an interval (i.e. every 3 days), and a frequency (hw many sync cycles). Yu can make as many Sync Schedules as yu need. Yu can tie a sync schedule t a Migratin Wave, which is prbably the easiest methd. Or, yu can select users manually and chse Sync frm the actin menu. A single mailbx can be synched up t 11 times. Whatever sync methd that yu chse, pick yur users and sync their data. Cutver When it is time fr this user t start using the new mailbx in the target, yu chse the Cutver actin. Yu can apply this t a Migratin Wave, r select users individually. This will prvide the user the ability t run the Outlk Cnfiguratr, which is a Pwer365 executable that can autmatically recnfigure their Outlk prfile. 9

10 The Integratin Prject Type Get ready This is an verview, s please refer t the Pwer365 Prerequisites dcument fr full details. Yu will need t prvide at least 1 mailbx-enabled accunt fr each Office 365 tenant. This accunt shuld be a clud-nly accunt (nt synchrnized). This accunt will need the Glbal Administratr Rle and will be used during registratin f yur first Pwer365 prject. Fr just mail migratin, yu will als need at least 1 available Office 365 (Exchange Online) license fr bth surce and target tenants t autmatically prvisin prxy accunts fr mail migratins. That is a ttal f 2 available licenses at a minimum between the tw tenants. The minimum license type wuld be Exchange Online (Plan 1) but any license subscriptin that includes Exchange Online services is cmpatible. These accunts will be autmatically granted Full Access t all tenant mailbxes within the scpe f the migratin prject, prir t data migratins. If yu plan t als migrate Public Flders, yu will need an additinal license fr each tenant in additin t the licenses already described. Yu dn t need t create any mailbxes in the target unless yu want t, as the Integratin prject type can create the mailbxes fr yu. (This is ne f the functins f the Prepare actin.) Plan yur Migratin Waves ahead f time, if pssible. A Migratin Wave is a lgical gruping f users that yu will act against at the same time. Fr example, if yu plan t migrate a subset f users in September, yu might make a Migratin Wave called September. Fr Frm File, yu can d this by cmpleting the Migratin Wave clumn in the spreadsheet mentined belw. Yu always have the ptin t add them manually at any time. Plan yur Migratin Prfiles ahead f time, if pssible. A migratin prfile cntains instructins abut the scpe and type f data t be migrated. Fr example, yu culd make a prfile that nly migrates frm the past 30 days. Anther prfile might include , calendar entries, and cntacts fr a specific date range. Yu always have the ptin t add them manually at any time. Any Migratin Wave that has nt been assigned a Migratin Prfile will use the settings in the Default prfile. Plan fr the installatin f Pwer365 Directry Sync The Integratin and Integratin Pr prject types will require the installatin f Pwer365 Directry Sync sftware n a dedicated server lcated in the surce and target Lcal AD Frests, and must cnnect t their respective Glbal Catalg Servers. It is acceptable fr Pwer365 Directry Sync t be installed n a single server nly if that server has the prper netwrk access between surce and target Dmain Cntrllers. Azure AD Cnnect r anther 3rd party synchrnizatin tl must als be deplyed frm lcal AD Frest t Azure AD t allw mdificatins f the n-premises bjects (thse that were perfrmed by Pwer365 Directry Sync) t be reflected in Office365. Pwer365 Directry Sync is a special versin f the Binary Tree Directry Sync Pr n-premises prduct. The hardware and sftware requirements are the same as the n-premises prduct including: Windws Server 2008 R2 64-bit, r Windws Server 2012 R2 (recmmended); US English Operating System 10

11 SQL Server - SQL Server can be a new r existing database. If yu chse the Default Install, Pwer365 Directry Sync will dwnlad and install SQL Express 2016 sp2 fr yu if n SQL server is detected n the machine. The fllwing SQL Server versins (English versins) are supprted: SQL Server 2008 R2 SQL Server 2008 R2 Express with Advanced Services SQL Server 2012 SP2 SQL Server 2012 SP2 Express with Advanced Services SQL Server 2014 SQL Server 2014 Express with Advanced Services SQL Server 2016 SQL Server 2016 Express with Advanced Services Outbund prt 443 must be pen t the fllwing destinatin: Yu will be able t dwnlad the Pwer365 Directry Sync sftware during the initial cnfiguratin wizard. (Yu can als re-dwnlad at any time frm the Pwer365 Dashbard.) Pre-Create sme AD grups fr Discvery (suggested) Pre-create sme AD Grups fr migratin scpe use. These grup(s) may be synchrnized frm yur lcal AD r be grups that exist in the clud nly. When creating the grup, chse Glbal, Distributin List type. The cnfiguratin wizard will be asking yu t hw yu want t chse yur users fr migratin. Yu can chse All Users, r select by Active Directry Grup. By Active Directry grup is the better methd, s we suggest yu make AD grups just fr this purpse. Add the users t be migrated t these grups. Multiple grups are supprted, s we encurage yu t setup each discvery grup as yur migratin wave grup. Ppulate the grup membership based n yur migratin waves. This will prvide mre granular cntrl ver wh is in scpe fr each migratin event. Pre-Create sme AD Grups fr Glbal Address List sync (if desired) Pwer365 can add users frm ne tenant as cntacts in the ther s that they appear in the recipient tenants Glbal Address List even befre migratin. This is dne by adding thse users t an Active Directry grup. We suggest making an AD grup just fr this purpse. Yu can chse t sync frm surce t target, frm target t surce, in bth directins, r nt all. Add the desired users t this grup. Keep in mind any users in scpe fr migratin will be setup autmatically during the Prepare actin fr GAL visibility. Therefre, nly add members t the GAL Sync grup if they are nt part f the user mailbx migratin. Pre-Create sme AD Grups fr Calendar (free\busy) sync (if desired) Pwer365 enable specific users t be in scpe fr availability (free/busy) services between the tenants, if yu nly want t expse sme users t availability services during a divestiture prject r prvide these services in phases 11

12 by specific wrk grups. This is dne by adding thse users t an Active Directry grup. We suggest making an AD grup just fr this purpse. Add the desired users t this grup. Run the Cnfiguratin Wizard Chse New Prject, then Integratin as the Prject Type. Answer the questins as they cme up. Here are the areas yu will be cnfiguring What d yu want t call the prject? Describe the prject in a few wrds Adding tenants Reviewing the tenant pairs Selecting dmains Reviewing the dmain pairings Chsing hw t discver users (all r by AD grup) Chse yur attributes fr matching (Such as UserPrincipalName, Mail etc.) Deciding if yu wuld like Pwer365 t create users fr thse withut a match Chse hw t discver distributin grups (if desired). Yu will be ffered a sample template t fill and uplad, r yu can d it manually. Creating yur Migratin Waves (if desired) Creating an autmatic Sync Schedule (if desired) Chsing t create a unified address bk (GAL) Yu will be asked fr yur AD grup fr this purpse. Chsing t share calendar availability. Yu will be asked fr yur AD grup fr this purpse. D yu want t migrate public flders? Yu will be ffered a sample template t fill and uplad, r yu can d it manually. Yu will be asked t dwnlad and install the Pwer365 Directry Sync applicatin fr each tenant in the prject. Refer t the Installing Pwer365 Directry Sync Pr vide fr mre inf. Yu will be asked if yu want t have rewritten. Answer N. (If yu chse Yes yu wuld need an Integratin Pr license. See the next sectin fr mre inf abut Integratin Pr.) The discvery prcess will nw begin, and yu can chse t be ed when the prcess is finished. The Match Game The discvery prcess will run and pull all the users frm the AD grups that yu have selected (r all users, if that s what yu chse). Nw g t the Dashbard and lk at the Users pane. Fr any users that shw N Match as the status, yu need t fix the issue. The mst cmmn fix is t create the missing users in the target. With the Integratin (and Integratin Pr) prject types, yu can have Pwer365 d this fr yu! (This is ne f the functins f the Prepare actin explained belw.) 12

13 Prepare fr Success In the Dashbard, select a grup f unmatched users, either individually r by Migratin Wave. Yu will then chse the Prepare actin. Prepare des the fllwing: Create/Update Target User (Based n migratin prfile) Mailbx-Enable the Target User Set Frwarding n Target Mailbx t Surce Mailbx Hide the Target Mailbx Enable the Target Archive (If enabled in Surce) Create a Target Mail Cntact Pinting t the Surce Mailbx fr Mail and Free/Busy License the Target Accunt in Office 365 (if the surce accunt has an E3 license r abve). Create and Cnfigure sme Migratin Prfiles (ptinal) A prfile cntains instructins abut the scpe and type f data t be migrated. Fr example, yu culd make a prfile that nly migrates frm the past 30 days. Anther prfile might include , calendar entries, and cntacts fr a specific date range. In the expanding menu at the tp right, pen Migratin Prfiles. Add prfiles as desired and cnfigure them as needed. Nw edit the Migratin Waves pane in the Dashbard and chse the Add t Prfile actin fr the desired waves. As with any Actin Menu chice, yu culd als just apply the Add t Prfile actin t selected individual users, if yu didn t want t use a Migratin Wave. Get in Sync Cpying the data frm the surce mailbx accunt t the target mailbx accunt is the Sync actin. The best way t d this is t set up a Sync Schedule. The cnfiguratin wizard will ffer t d this fr yu, but yu can create Sync Schedules manually frm the Dashbard. A sync schedule cnsists f a start date, an interval (i.e. every 3 days), and a frequency (hw many sync cycles). Yu can make as many Sync Schedules as yu need. Yu can tie a sync schedule t a Migratin Wave, which is the easiest methd. Or, yu can select users manually and chse Sync frm the actin menu. Whatever sync methd that yu chse, pick yur users and sync their data. A single mailbx can be synched up t 11 times. Cutver When it is time fr this user t start using the new mailbx in the target, yu chse the Cutver actin. Yu can apply this t a Migratin Wave, r select users individually. This will perfrm several finalizatin steps, including: Perfrm a final mailbx sync Mailbx Cutver Actins: (Target AD) Backup LegacyExchangeDN f the cntact bject that was created during the Prepare actin Update & Hide Target Mail Cntact 13

14 Mve the LegacyExchangeDN frm the target cntact bject, and add it t the target mailbx as an x500 address t handle replies Unhide Target Mailbx Remve Mail Frwarding Send Outlk Cnfiguratr agent infrmatin t surce User Mailbx (this is ptinal, and is ne f the Migratin Prfile chices) Mailbx Cutver Actins: (Surce AD) Hide Surce Mailbx (Optinal) Create Mail Cntact fr new Target Mailbx (Only if Hide Surce Mailbx was chsen) Set Frwarding n Surce Mailbx 14

15 The Integratin Pr Prject Type The nly difference between the Integratin and Integratin Pr prject types is the Rewrite Service, als knwn as ARS (address rewrite service). Integratin Pr allws users wh have nt yet been migrated t send as if they are already in the target tenant. Or, cnversely, yu can chse t allw users wh are already migrated, t send as if they are still in the surce tenant. This feature requires a few additinal steps, mainly cnfiguring sme SSL certificates, and setting up sme DKIM recrds in the public DNS. Get ready This is an verview, s please refer t the Pwer365 Prerequisites dcument fr full details. Yu will need t prvide at least 1 mailbx-enabled accunt fr each Office 365 tenant. This accunt shuld be a clud-nly accunt (nt synchrnized). This accunt will need the Glbal Administratr Rle. This accunt will need Full Access t all tenant mailbxes within the scpe f the migratin prject. Fr just mail migratin, yu will als need at least 1 available Office 365 (Exchange Online) license fr bth surce and target tenants t autmatically prvisin prxy accunts fr mail migratins. That is a ttal f 2 available licenses at a minimum between the tw tenants. The minimum license type wuld be Exchange Online (Plan 1) but any license subscriptin that includes Exchange Online services is cmpatible. These accunts will be autmatically granted Full Access t all tenant mailbxes within the scpe f the migratin prject, prir t data migratins. If yu plan t als migrate Public Flders, yu will need an additinal license fr each tenant in additin t the licenses already described. Yu dn t need t create any mailbxes in the target unless yu want t, as the Integratin Pr prject type can create the mailbxes fr yu. (This is what the Prepare actin des.) Plan yur Migratin Waves ahead f time, if pssible. A Migratin Wave is a lgical gruping f users that yu will act against at the same time. Fr example, if yu plan t migrate a subset f users in September, yu might make a Migratin Wave called September. Plan yur Migratin Prfiles ahead f time, if pssible. A prfile cntains instructins abut the scpe and type f data t be migrated. Fr example, yu culd make a prfile that nly migrates frm the past 30 days. Anther prfile might include , calendar entries, and cntacts fr a specific date range. Yu can als chse t cpy Litigatin Hld data as part f a prfile. The Rewrite Service f Integratin Pr requires a single public SSL certificate fr ne dmain frm each tenant that has users wh will have their rewritten. (Even if a single tenant has multiple dmains, yu nly need ne SSL cert fr just ne f the dmains, it desn t matter which ne. Yu will chse that dmain during cnfiguratin.) If yu plan t use the Dmain Cutver feature f Pwer365, the subject name f the certificate cannt be a dmain that yu will be mving. If yu will be mving all yur dmains, yu will want t create a new empty dmain as a placehlder and cnfigure that dmain as the subject f a new certificate. Please refer t the Pwer365 Prerequisites dcument fr mre details if yu plan t use the Rewrite Service. 15

16 Plan fr the installatin f Pwer365 Directry Sync The Integratin and Integratin Pr prject types will require the installatin f Pwer365 Directry Sync sftware n a dedicated server lcated in the surce and target Lcal AD Frests, and must cnnect t their respective Glbal Catalg Servers. It is acceptable fr Pwer365 Directry Sync t be installed n a single server nly if that server has the prper netwrk access between surce and target Dmain Cntrllers. Azure AD Cnnect r anther 3rd party synchrnizatin tl must als be deplyed frm lcal AD Frest t Azure AD t allw mdificatins f the n-premises bjects (thse that were perfrmed by Pwer365 Directry Sync) t be reflected in Office365. Pwer365 Directry Sync is a special versin f the Binary Tree Directry Sync Pr n-premises prduct. The hardware and sftware requirements are the same as the n-premises prduct including: Windws Server 2008 R2 64-bit, r Windws Server 2012 R2 (recmmended); US English Operating System SQL Server - SQL Server can be a new r existing database. If yu chse the Default Install, Pwer365 Directry Sync will dwnlad and install SQL Express 2016 sp2 fr yu if n SQL server is detected n the machine. The fllwing SQL Server versins (English versins) are supprted: SQL Server 2008 R2 SQL Server 2008 R2 Express with Advanced Services SQL Server 2012 SP2 SQL Server 2012 SP2 Express with Advanced Services SQL Server 2014 SQL Server 2014 Express with Advanced Services SQL Server 2016 SQL Server 2016 Express with Advanced Services Outbund prt 443 must be pen t the fllwing destinatin: Yu will be able t dwnlad the Pwer365 Directry Sync sftware during the initial cnfiguratin wizard. (Yu can als re-dwnlad at any time frm the Pwer365 Dashbard.) Pre-Create sme AD grups fr Discvery (suggested) Pre-create sme AD Grups fr migratin scpe use. These grup(s) may be synchrnized frm yur lcal AD r be grups that exist in the clud nly. When creating the grup, chse Glbal, Distributin List type. The cnfiguratin wizard will be asking yu t hw yu want t chse yur users fr migratin. Yu can chse All Users, r select by Active Directry Grup. By Active Directry grup is the better methd, s we suggest yu make AD grups just fr this purpse. Add the users t be migrated t these grups. Multiple grups are supprted, s we encurage yu t setup each discvery grup as yur migratin wave grup. Ppulate the grup membership based n yur migratin waves. This will prvide mre granular cntrl ver wh is in scpe fr each migratin event. 16

17 Pre-Create sme AD Grups fr Glbal Address List sync (if desired) Pwer365 can add users frm ne tenant as cntacts in the ther s that they appear in the recipient tenants Glbal Address List even befre migratin. This is dne by adding thse users t an Active Directry grup. We suggest making an AD grup just fr this purpse. Yu can chse t sync frm surce t target, frm target t surce, in bth directins, r nt all. Add the desired users t this grup. Keep in mind any users in scpe fr migratin will be setup autmatically during the Prepare actin fr GAL visibility. Therefre, nly add members t the GAL Sync grup if they are nt part f the user mailbx migratin. Pre-Create sme AD Grups fr Calendar (free\busy) sync (if desired) Pwer365 enable specific users t be in scpe fr availability (free/busy) services between the tenants, if yu nly want t expse sme users t availability services during a divestiture prject r prvide these services in phases by specific wrk grups. This is dne by adding thse users t an Active Directry grup. We suggest making an AD grup just fr this purpse. Add the desired users t this grup. Run the Cnfiguratin Wizard Chse New Prject, then Integratin as the Prject Type. Answer the questins as they cme up. Here are the areas yu will be cnfiguring What d yu want t call the prject? Describe the prject in a few wrds Adding tenants Reviewing the tenant pairs Selecting dmains Reviewing the dmain pairings Chsing hw t discver users (all r by AD grup) Chse yur attributes fr matching (Such as UserPrincipalName, Mail etc.) Deciding if yu wuld like Pwer365 t create users fr thse withut a match Chse hw t discver distributin grups (if desired). Yu will be ffered a sample template t fill and uplad, r yu can d it manually. Creating yur Migratin Waves (if desired) Creating an autmatic Sync Schedule (if desired) Chsing t create a unified address bk (GAL) Yu will be asked fr yur AD grup fr this purpse. Chsing t share calendar availability. Yu will be asked fr yur AD grup fr this purpse. D yu want t migrate public flders? Yu will be ffered a sample template t fill and uplad, r yu can d it manually. Yu will be asked t dwnlad and install the Pwer365 Directry Sync applicatin fr each tenant in the prject. Refer t the Installing Pwer365 Directry Sync Pr vide fr mre inf. Fr Integratin Pr: Yu will be asked if yu want t have rewritten. When yu answer Yes yu will be asked fr an SSL certificate fr ne dmain in each tenant that will include users t be rewritten. 17

18 Fr Integratin Pr: Yu will be given the DKIM text recrd infrmatin that will need t be published in yur public DNS. NOTE: Yu will nt be able t cntinue until these recrds are successfully published and prpagated. Yu will get ntificatins thrughut this prcess. The discvery prcess will nw begin, and yu can chse t be ed when the prcess is finished. The Match Game The discvery prcess will run and pull all the users frm the AD grups that yu have selected (r all users, if that s what yu chse). Nw g t the Dashbard and lk at the Users pane. Fr any users that shw N Match as the status, yu need t fix the issue. The mst cmmn fix is t create the missing users in the target. With the Integratin (and Integratin Pr) prject types, yu can have Pwer365 d this fr yu! (This is the Prepare actin explained belw.) Ppulate the Rewrite Eligibility Grups as desired. When yu prperly cnfigure the Rewrite sectin f the cnfiguratin wizard, Pwer365 will create tw Office365 grups fr yu fr this purpse. If yu want users wh have nt yet been migrated t send as if they already have been migrated, (the will appear t cme frm the target tenant) then add them t the BT-IntegratinPr-DayONE Office365 grup. If yu want users wh have already been migrated (the Cutver actin has been taken) t send as if they are still in the surce tenant (as if they hadn t been migrated yet), then add them t the BT-IntegratinPr-DayTWO Office365 grup. CAUTION: If yu use this grup, yu must create and apply a migratin prfile fr any included users t Hide the Surce Mailbxes s that we can create a cntact bject during the Cutver prcess. (See the Cutver sectin belw) Prepare fr Success In the Dashbard, select a grup f unmatched users, either individually r by Migratin Wave. Yu will then chse the Prepare actin. Prepare des the fllwing: Create/Update Target User (Based n migratin prfile) Mailbx-Enable the Target User Set Frwarding n Target Mailbx t Surce Mailbx Hide the Target Mailbx Enable the Target Archive (If enabled in Surce) Create a Target Mail Cntact Pinting t the Surce Mailbx fr Mail and Free/Busy License the Target Accunt in Office 365 (if the surce accunt has an E3 license r abve). 18

19 Create and Cnfigure sme Migratin Prfiles (ptinal) A prfile cntains instructins abut the scpe and type f data t be migrated. Fr example, yu culd make a prfile that nly migrates frm the past 30 days. Anther prfile might include , calendar entries, and cntacts fr a specific date range. In the expanding menu at the tp right, pen Migratin Prfiles. Add prfiles as desired and cnfigure them as needed. Nw edit the Migratin Waves pane in the Dashbard and chse the Add t Prfile actin fr the desired waves. As with any Actin Menu chice, yu culd als just apply the Add t Prfile actin t selected individual users, if yu didn t want t use a Migratin Wave. Get in Sync Cpying the data frm the surce mailbx accunt t the target mailbx accunt is the Sync actin. The best way t d this is t set up a Sync Schedule. The cnfiguratin wizard will ffer t d this fr yu, but yu can create Sync Schedules manually frm the Dashbard. A sync schedule cnsists f a start date, an interval (i.e. every 3 days), and a frequency (hw many sync cycles). Yu can make as many Sync Schedules as yu need. A single mailbx can be synched up t 11 times. Yu can tie a sync schedule t a Migratin Wave, which is the easiest methd. Or, yu can select users manually and chse Sync frm the actin menu. Whatever sync methd that yu chse, pick yur users and sync their data. Cutver When it is time fr this user t start using the new mailbx in the target, yu chse the Cutver actin. Yu can apply this t a Migratin Wave, r select users individually. This will perfrm several finalizatin steps, including: Perfrm a final mailbx sync Mailbx Cutver Actins: (Target AD) Backup LegacyExchangeDN f the cntact bject that was created during the Prepare actin Update & Hide Target Mail Cntact Mve the LegacyExchangeDN frm the target cntact bject, and add it t the target mailbx as an x500 address t handle replies Unhide Target Mailbx Remve Mail Frwarding Send Outlk Cnfiguratr agent infrmatin t surce User Mailbx (this is ptinal, and is ne f the Migratin Prfile chices) If any users were added t the BT-IntegratinPr-DayONE rewriting grup, they will nw be remved frm the target NC (fr Nt Cutver ) grup. If any users were added t the BT-IntegratinPr-DayTWO rewriting grup, the surce CONTACT bject will be added t that grup. Mailbx Cutver Actins: (Surce AD) 19

20 Hide Surce Mailbx (Optinal) Create Mail Cntact fr new Target Mailbx (Only if Hide Surce Mailbx was chsen) Set Frwarding n Surce Mailbx Dmain Mve Optinally, Pwer365 can cmplete the steps required t mve the surce dmain t the target tenant in a prcess called Dmain Mve. This feature perfrms all the tasks that previusly had t be perfrmed manually. This includes deprvisining the dmain frm a surce tenant, adding the new dmain t the target tenant and migrating the addresses assciated with the dmain. T ensure mail delivery thrughut the prcess, an SMTP relay is autmatically prvided. 20

21 Abut Binary Tree At Binary Tree, we pwer enterprise transfrmatins. Our award-winning sftware and services help Enterprise businesses mdernize their Micrsft , directries and applicatins by mving and integrating them t the clud. Binary Tree mitigates the risk f delays, dwntime, and budget verruns fr cmplex transfrmatin prjects fr large rganizatins. We understand Enterprise migratin requirements that g well beynd the needs f small cmpanies. Since 1993, we ve transfrmed mre than 7,000 glbal clients and 35 millin users, including 5 millin t Office 365. Our business first apprach helps plan, mve and manage the transfrmatin prcess frm end-t-end. S, clients stay fcused n their cre business while ur experts deliver a lw-risk, successful IT transfrmatin. Binary Tree is a Micrsft Gld Partner and a glbally preferred vendr fr Offices 365. Our headquarters are lcated utside f New Yrk City with glbal ffices in the United Kingdm, France, Germany, Sweden and Singapre. Fr mre, visit us at Binary Tree Scial Media Resurces Cpyright 2017, Binary Tree, Inc. All rights reserved. Binary Tree, the Binary Tree lg, and any references t Binary Tree s prducts and services, are trademarks f Binary Tree, Inc. All ther trademarks are the trademarks r registered trademarks f their respective rights hlders. 21

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