Quest Migration Manager System Requirements and Access Rights

Transcription

1 Quest Migration Manager 8.14 System Requirements and Access Rights

2 2018 Quest Software Inc. ALL RIGHTS RESERVED. This guide contains proprietary information protected by copyright. The software described in this guide is furnished under a software license or nondisclosure agreement. This software may be used or copied only in accordance with the terms of the applicable agreement. No part of this guide may be reproduced or transmitted in any form or by any means, electronic or mechanical, including photocopying and recording for any purpose other than the purchaser s personal use without the written permission of Quest Software Inc. The information in this document is provided in connection with Quest Software products. No license, express or implied, by estoppel or otherwise, to any intellectual property right is granted by this document or in connection with the sale of Quest Software products. EXCEPT AS SET FORTH IN THE TERMS AND CONDITIONS AS SPECIFIED IN THE LICENSE AGREEMENT FOR THIS PRODUCT, QUEST SOFTWARE ASSUMES NO LIABILITY WHATSOEVER AND DISCLAIMS ANY EXPRESS, IMPLIED OR STATUTORY WARRANTY RELATING TO ITS PRODUCTS INCLUDING, BUT NOT LIMITED TO, THE IMPLIED WARRANTY OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, OR NON-INFRINGEMENT. IN NO EVENT SHALL QUEST SOFTWARE BE LIABLE FOR ANY DIRECT, INDIRECT, CONSEQUENTIAL, PUNITIVE, SPECIAL OR INCIDENTAL DAMAGES (INCLUDING, WITHOUT LIMITATION, DAMAGES FOR LOSS OF PROFITS, BUSINESS INTERRUPTION OR LOSS OF INFORMATION) ARISING OUT OF THE USE OR INABILITY TO USE THIS DOCUMENT, EVEN IF QUEST SOFTWARE HAS BEEN ADVISED OF THE POSSIBILITY OF SUCH DAMAGES. Quest Software makes no representations or warranties with respect to the accuracy or completeness of the contents of this document and reserves the right to make changes to specifications and product descriptions at any time without notice. Quest Software does not make any commitment to update the information contained in this document. If you have any questions regarding your potential use of this material, contact: Quest Software Inc. Attn: LEGAL Dept 4 Polaris Way Aliso Viejo, CA Refer to our Web site ( for regional and international office information. Patents Quest Software is proud of our advanced technology. Patents and pending patents may apply to this product. For the most current information about applicable patents for this product, please visit our website at Trademarks Quest, the Quest logo, and Join the Innovation are trademarks and registered trademarks of Quest Software Inc. For a complete list of Quest marks, visit All other trademarks and registered trademarks are property of their respective owners. Legend CAUTION: A CAUTION icon indicates potential damage to hardware or loss of data if instructions are not followed. IMPORTANT, NOTE, TIP, MOBILE, or VIDEO: An information icon indicates supporting information. Migration Manager System Requirements and Access Rights Updated - March 2018 Version

3 Contents Migration Manager Console 8 Migration to Microsoft Office Migration Manager for Active Directory (Microsoft Office 365) Console 9 Migration Manager for Exchange Console 10 License Server 11 Migration Manager Database Servers 12 Active Directory Lightweight Directory Services Server 12 Migration Manager for Exchange Database Server 13 Supported SQL Servers 13 Processor Requirements 13 Memory Requirements 13 Disk Space Requirements 14 Migration Manager Agent Servers 15 Directory Synchronization Agent Server 15 Directory Migration Agent Server 15 Statistics Collection Agent Server 16 Exchange Migration Agents Server 17 Legacy Migration Agents 18 Exchange server as an agent host 18 Standalone server as an agent host 18 Migration Agent for Exchange (MAgE) 21 Statistics Portal Server 24 Resource Updating Manager 25 Standalone Resource Updating Manager Console 25 Resource Updating Toolkit for PowerShell (PowerRUM) 25 Resource Updating Wizards 27 Active Directory Processing Wizard 27 Exchange Processing Wizard 27 SMS Processing Wizard 28 SQL Processing Wizard 29 Prerequisites 29 SharePoint Permissions Processing Wizard 30 Trust Migration Wizard and Site Migration Wizard 31 Processed Platforms 32 Source and Target Domain Controllers 32 3

4 Source and Target Exchange Organizations 33 On-Premises Migration 33 Cloud Migration 34 Resource Updating Manager 34 Systems Management Servers 35 SQL Servers 35 SharePoint Servers 36 Firewalls and Security 37 Ports Used by General Migration Manager Components 38 Ports Used by Migration Manager Console 38 Ports Used by ADAM/AD LDS Instance 39 Ports Used by SQL Server 39 Ports Used by Statistics Portal 39 Ports Used by Migration Manager for Exchange Components 41 Ports Used by Migration Agent for Exchange (MAgE) 41 Ports Used by Mail Source Agent (MSA) 42 Ports Used by Mail Target Agent (MTA) 43 Ports Used by Public Folder Target Agent (PFTA) 44 Ports Used by Public Folder Source Agent (PFSA) 45 Ports Used by Calendar Synchronization Agent (CSA) 45 Ports Used by Transmission Agent (NTA) 46 Ports Used by Free/Busy Synchronization Agent (FBSA) 47 Ports Used by Statistics Collection Agent (SCA) 48 Ports Used by Migration Attendant for Exchange 49 Ports Used by Migration Manager for Active Directory Components 50 Ports Used by Directory Synchronization Agent (DSA) 50 Ports Used by Migration Manager for Active Directory (Microsoft Office 365) Console 51 Ports Used by Directory Migration Agent (DMA) 51 Ports Used by Resource Updating Manager 53 Processing Resources with Agents 53 RUM Console 53 RUM Controller 53 RUM Agent 54 Processing Resources Remotely (without Agents) 55 RUM Console 55 RUM Controller 55 Workstation 55 Accounts Required for Migration Manager Operation 57 Migration Manager account 57 ADAM/AD LDS administrative account 57 4

5 SQL configuration database account 58 Auxiliary account 58 Accounts Used by the Directory Synchronization Agent 59 Source Active Directory Synchronization account 59 Target Active Directory Synchronization account 59 Source Accounts Used by Migration Manager for Exchange Agents 60 Accounts for Exchange 2003 Server 60 Exchange account 60 Active Directory account 61 Accounts for Exchange 2007 Server 62 Exchange account 62 Active Directory account 62 Accounts for Exchange 2010 Server 63 Exchange account 63 Active Directory account 64 Accounts for Exchange 2013 Server 65 Exchange account 65 Active Directory account 65 Accounts for Exchange 2016 Server 66 Exchange account 66 Active Directory account 66 Target Accounts Used by Migration Manager for Exchange Agents 67 Accounts for Exchange 2003 Server 67 Exchange account 67 Active Directory account 68 Accounts for Exchange 2007 Server 69 Exchange account 69 Active Directory account 69 Accounts for Exchange 2010 Server (Legacy) 70 Exchange account 70 Active Directory account 71 Accounts for Exchange 2010 Server (MAgE) 72 Exchange account 72 Active Directory account 73 Accounts for Exchange 2013 Server 74 Exchange account 74 Active Directory account 75 Accounts for Exchange 2016 Server 76 Exchange account 76 Active Directory account 77 Agent Host Account Used by Legacy Migration Manager for Exchange Agents 79 5

6 Agent Host Account Used by Migration Agent for Exchange (MAgE) 80 Accounts Used for Migrating to Microsoft Office Accounts Required for Migration Manager for Active Directory Operation 81 Console account 81 ADAM/AD LDS administrative account 81 Agent service account 81 Active Directory account 82 Office 365 administrative account 82 Accounts Required for Migration Manager for Exchange Operation 82 Exchange account 82 Active Directory account 83 Office 365 administrative account 83 Accounts Used by RUM Agent Service 84 Migration Manager RUM Agent service account 84 Accounts Used by RUM Controller Service 85 Migration Manager RUM Controller service account 85 Local account 85 Account Used by Statistics Collection Agent Service 86 Statistics Collection Agent service account 86 Accounts Used by Statistics Portal Accounts 87 Statistics Portal account to connect to ADAM/AD LDS project partition 87 Statistics Portal account to connect to the SQL configuration database 87 Accounts and Rights Required for Active Directory Migration Tasks 88 Directory migration 88 Distributed resource update 88 Exchange update 89 Intraforest mailbox reconnection 89 SMS update 89 SQL update 89 SharePoint permissions processing 89 Site Migration 90 Trust Migration 91 Accounts and Rights Required for Exchange Migration Tasks 92 Enumerate source and target Exchange organizations (added to the migration project) 92 Migrate Exchange data (using Migration Manager for Exchange agents) 93 Using the Exchange Processing Wizard with Exchange 2010 or Later 94 Processing Mailboxes and Public Folders 94 Access to mailboxes and public folders 94 Exchange impersonation (step 1) 94 6

7 Exchange impersonation (step 2) 95 Processing Mailbox and Public Folder Contents 95 Appendix. How to Set the Required Permissions for Active Directory Migration 96 Set Administrative Access to Source and Target Domains 96 About us 97 Contacting Quest 97 Technical support resources 97 7

8 Migration Manager Console Requirement Platform Details One of the following: AMD 64 Intel EM64T Memory Hard Disk Space Operating System 1 GB or more Minimum 300 MB One of the following: Microsoft Windows Server 2016 (x64 edition) Microsoft Windows Server 2012 R2 (x64 edition) Microsoft Windows Server 2012 (x64 edition) Microsoft Windows Server 2008 R2 Service Pack 1 or higher (x64 edition) Microsoft Windows 7 Service Pack 1 or higher (x64 edition) Additional Software All of the following: Microsoft.NET Framework 3.5 Service Pack 1 For processing messages in Exchange 2010 or earlier using EPW: version or later of Microsoft Exchange Server MAPI Client and Collaboration Data Objects Limitation: neither Microsoft Outlook nor Exchange Server 2003 Management Tools must be installed. Additional software in case of public folders migration to Microsoft Exchange 2013: Shared Components of Migration Manager for Exchange Migration Manager Console 8

9 Migration to Microsoft Office 365 Migration Manager supports migrating users from Active Directory to Microsoft Office 365 and their mailboxes from the on-premises Exchange organization to Microsoft Exchange Online. However, in that migration scenario the following requirements apply to the Migration Manager components: Migration Manager for Active Directory (Microsoft Office 365) Console Requirement Platform Details One of the following: Intel x86 AMD 64 Intel EM64T Operating System One of the following: Microsoft Windows Server 2016 (x64 edition) Microsoft Windows Server 2012 (x64 edition) Microsoft Windows Server 2012 R2 (x64 edition) Microsoft Windows Server 2008 Service Pack 1 or higher (x86 edition) Microsoft Windows Server 2008 Service Pack 1 or higher (x64 edition) Microsoft Windows Server 2008 R2 Service Pack 1 or higher (x64 edition) Microsoft Windows 7 Service Pack 1 or higher (x86 edition) Microsoft Windows 7 Service Pack 1 or higher (x64 edition) Additional Software All of the following: Microsoft.NET Framework 3.5 Service Pack 1 Microsoft.NET Framework 4.0 Microsoft PowerShell 3.0 Microsoft Online Services Sign-In Assistant for IT Professionals RTW* * To get Microsoft Online Services Sign-In Assistant, go to Migration to Microsoft Office 365 9

10 Migration Manager for Exchange Console Requirement Platform Details One of the following: Intel x86 AMD 64 Intel EM64T Operating System One of the following: Microsoft Windows Server 2016 (x64 edition) Microsoft Windows Server 2012 (x64 edition) Microsoft Windows Server 2012 R2 (x64 edition) Microsoft Windows Server 2008 R2 Service Pack 1 or higher (x64 edition) Microsoft Windows 7 Service Pack 1 or higher (x64 edition) Additional Software All of the following: Version or later of Microsoft Exchange Server MAPI Client and Collaboration Data Objects Limitation: neither Microsoft Outlook nor Exchange Server 2003 Management Tools must be installed. Microsoft.NET Framework 4.0 Microsoft PowerShell 3.0 Microsoft Online Services Sign-In Assistant for IT Professionals RTW* * To get Microsoft Online Services Sign-In Assistant, go to Migration to Microsoft Office

11 License Server The computer where Migration Console is installed also usually hosts the Migration Manager license server. The license server depends on the Remote Registry service. Please make sure that the Remote Registry service startup type is set to Automatic on the license server computer. On Windows 7, Automatic is not the default startup type for this service. License Server 11

12 Migration Manager Database Servers Active Directory Lightweight Directory Services Server Migration Manager for Exchange Database Server Active Directory Lightweight Directory Services Server This server is required to store the migration project information. Requirement Platform Details One of the following: Intel x86 AMD 64 Intel EM64T Operating System For ADAM (supported in upgrade scenario only): Microsoft Windows Server 2003 Service Pack 1 or higher (x86 edition) Microsoft Windows Server 2003 Service Pack 1 or higher (x64 edition) For AD LDS: Microsoft Windows Server 2016 (x64 edition) Microsoft Windows Server 2012 (x64 edition) Microsoft Windows Server 2012 R2 (x64 edition) Microsoft Windows Server 2008 Service Pack 1 or higher (x86 edition) Microsoft Windows Server 2008 Service Pack 1 or higher (x64 edition) Microsoft Windows Server 2008 R2 Service Pack 1 or higher (x64 edition) Microsoft Windows 7 Service Pack 1 or higher (x86 edition) Microsoft Windows 7 Service Pack 1 or higher (x64 edition) Additional Software Active Directory Application Mode (ADAM) or Active Directory Lightweight Directory Services (AD LDS) instance running on the server. NOTE: You can install AD LDS from the Redist\AD LDS folder on the Migration Manager CD. Migration Manager Database Servers 12

13 Migration Manager for Exchange Database Server Supported SQL Servers Migration Manager can work with the following Microsoft SQL server versions: Microsoft SQL Server 2008 Microsoft SQL Server 2008 R2 Microsoft SQL Server 2012 Microsoft SQL Server 2014 Microsoft SQL Server 2016 Processor Requirements A processor for the database server must be an Intel Xeon E v2 or a similar-performance processor. Number of cores for the processor can be estimated using the following formula: [Number of cores] = 2 + (([Mail agents count] + [Calendar agents count]) x 0.03) IMPORTANT: The minimum number of cores is 4. This formula estimates number cores for physical processors. Required number of cores for virtual processors may need to be higher. The following table contains recommended number of cores for migrations with different parameters. Mail agents Calendar agents Number of cores Small migration Medium migration Large migration Extra large migration IMPORTANT: Ensure that SQL Server Edition on the database server supports required number of cores. Memory Requirements To estimate the amount of RAM required for the database server, use the following formula: [Amount of RAM] = ([Total number of mailboxes] x [Average number of messages in a mailbox] * 1.28) / Migration Manager Database Servers 13

14 IMPORTANT: The minimum amount of RAM is 8 GB. The following table contains required amount of RAM for migrations with different parameters. Number of mailboxes Average number of messages RAM Required Small migration 1,000 20,000 8 GB Medium migration 30,000 16, GB Large migration 100,000 5, GB Extra large migration 500,000 2, GB IMPORTANT: Ensure that operating system on the database server supports required amount of RAM. Disk Space Requirements Disk space required to store SQL database produced by Migration Manager for Exchange depends on a type of migration you plan to perform. Migration to Microsoft Office 365 or Microsoft Exchange 2013/2016 If you migrate to Microsoft Office 365 or Microsoft Exchange 2013/2016 by means of Migration Agent for Exchange (MAgE), then to estimate the disk space that SQL database will take during the course of migration, use the following formula: [SQL database size] = [Total number of mailboxes] x [Average number of messages in a mailbox] x 1024 bytes [Size of information for single message] x 1.05 [Additional 5% of size to store error messages] For a sample migration that involves 100 mailboxes Around 30,000 messages per each mailbox The resulting database size is calculated as follows: [SQL database size] = 100 mailboxes x 30,000 messages x 1024 x 1.05 = 3,225,600,000 bytes 3GB TIP: To calculate total number of mailboxes and number of messages within them, use Quest MessageStats, or refer to the corresponding Microsoft documentation. IMPORTANT: If you plan to use express edition of Microsoft SQL Server, consider that database size may eventually exceed the allowed size limit. That limit is 4GB for SQL Server versions prior to 2008 R2 and 10GB for version 2008 R2 or later. For detailed information on differences between SQL Server editions, refer to the corresponding Microsoft documentation. Other types of migration If you are plan to perform any other type of migration supported by Migration Manager for Exchange, such as migration with legacy agents or native mailbox move, the database size does not exceed 4GB. Therefore any database servers stated above can be used as Migration Manager for Exchange Database Server including express editions. Migration Manager Database Servers 14

15 Migration Manager Agent Servers Directory Synchronization Agent Server Directory Migration Agent Server Statistics Collection Agent Server Exchange Migration Agents Server Directory Synchronization Agent Server Requirement Platform Details One of the following: Intel x86 AMD 64 Intel EM64T Operating System One of the following: Microsoft Windows Server 2016 (x64 edition) Microsoft Windows Server 2012 (x64 edition) Microsoft Windows Server 2012 R2 (x64 edition) Microsoft Windows Server 2008 Service Pack 1 or higher (x86 edition) Microsoft Windows Server 2008 Service Pack 1 or higher (x64 edition) Microsoft Windows Server 2008 R2 Service Pack 1 or higher (x64 edition) Microsoft Windows 7 Service Pack 1 or higher (x86 edition) Microsoft Windows 7 Service Pack 1 or higher (x64 edition) Directory Synchronization Agent depends on the Remote Registry service. Please make sure that the Remote Registry service startup type is set to Automatic on the Directory Synchronization Agent server. On Windows 7, Automatic is not the default startup type for this service. Directory Migration Agent Server Requirement Platform Details One of the following: Migration Manager Agent Servers 15

16 Requirement Details Intel x86 AMD 64 Intel EM64T Operating System One of the following: Microsoft Windows Server 2016 (x64 edition) Microsoft Windows Server 2012 (x64 edition) Microsoft Windows Server 2012 R2 (x64 edition) Microsoft Windows Server 2008 Service Pack 1 or higher (x86 edition) Microsoft Windows Server 2008 Service Pack 1 or higher (x64 edition) Microsoft Windows Server 2008 R2 Service Pack 1 or higher (x64 edition) Microsoft Windows 7 Service Pack 1 or higher (x86 edition) Microsoft Windows 7 Service Pack 1 or higher (x64 edition) Additional Software All of the following: Microsoft.NET Framework 3.5 Service Pack 1 Microsoft.NET Framework 4.0 Microsoft PowerShell 3.0 Microsoft Online Services Sign-In Assistant for IT Professionals RTW* * To get Microsoft Online Services Sign-In Assistant, go to Statistics Collection Agent Server Requirement Platform Details One of the following: Intel x86 AMD 64 Intel EM64T Operating System One of the following: Microsoft Windows Server 2012 (x64 edition) Microsoft Windows Server 2012 R2 (x64 edition) Microsoft Windows Server 2008 Service Pack 1 or higher (x86 edition) Microsoft Windows Server 2008 Service Pack 1 or higher (x64 edition) Migration Manager Agent Servers 16

17 Requirement Details Microsoft Windows Server 2008 R2 Service Pack 1 or higher (x64 edition) Microsoft Windows 7 Service Pack 1 or higher (x86 edition) Microsoft Windows 7 Service Pack 1 or higher (x64 edition) IMPORTANT: The Statistics Collection Agent does not collect statistics data from the servers where it is installed. Therefore do not install the Statistics Collection Agent on servers from which you want to collect statistics data. Exchange Migration Agents Server Migration Manager uses the following Exchange-specific agents: Public Folder Source Agent Public Folder Target Agent Mail Source Agent Mail Target Agent Calendar Synchronization Agent Free/Busy Synchronization Agent Transmission Agent Migration Agent for Exchange Agents work on agent host servers. Requirements and limitations for agent host servers: Multiple Exchange servers can be associated with a single agent host server. Agent host cannot be 1. Microsoft Cluster Server (MSCS) 2. Microsoft Cluster Server node 3. Exchange Virtual Server 4. Exchange 2003/2007 SCC cluster 5. Exchange 2007 CCR cluster Agent host can be: 1. An Exchange server itself, which is the default configuration. After you enumerate an Exchange organization all Exchange servers are registered as agent hosts for themselves (excluding Migration Agent for Exchange installations). 2. Another Exchange server from the same Exchange organization. 3. A stand-alone server. Agents hosts associated with Exchange Server version 2003, 2007, 2013 or 2016 can be located in another forest or workgroup. Agents hosts associated with Exchange Server 2010 must be located in the forest where the Exchange Server 2010 resides. Migration Manager Agent Servers 17

18 Legacy Migration Agents Exchange server as an agent host Requirements from the following table apply to Exchange servers acting as agent hosts. Requirement Platform Details One of the following: Intel x86 AMD 64 Intel EM64T Operating System One of the following: Microsoft Windows Server 2003 Service Pack 1 or higher (x86 edition) Microsoft Windows Server 2003 Service Pack 1 or higher (x64 edition) Microsoft Windows Server 2008 Service Pack 1 or higher (x86 edition) Microsoft Windows Server 2008 Service Pack 1 or higher (x64 edition) Microsoft Windows Server 2008 R2 Service Pack 1 or higher (x64 edition) Additional Software All of the following: Microsoft.NET Framework 3.5 Service Pack 1 One of the following: Microsoft Exchange Server 2003 Service Pack 2 or higher Microsoft Exchange Server 2007 Service Pack 2 or higher (x64 version) Microsoft Exchange Server 2010 Service Pack 1 or higher (x64 version) For Exchange Server 2007 and Exchange Server 2010 only: version or later of Microsoft Exchange Server MAPI Client and Collaboration Data Objects Limitation: neither Microsoft Outlook nor Exchange Server 2003 Management Tools must be installed. Microsoft PowerShell 2.0 IMPORTANT: For Exchange versions prior to 2010: the private information store with the System Attendant should be mounted for each Exchange server where the mail, calendar, or free/busy synchronization agents are running. Standalone server as an agent host Requirements from the following tables apply to standalone servers acting as agent hosts. Migration Manager Agent Servers 18

19 For agent hosts associated with Exchange Server 2003, or 2007 Requirement Platform Details One of the following: Intel x86 AMD 64 Intel EM64T Operating System One of the following: Microsoft Windows Server 2012 (x64 edition) Microsoft Windows Server 2012 R2 (x64 edition) Microsoft Windows Server 2008 Service Pack 1 or higher (x86 edition) Microsoft Windows Server 2008 Service Pack 1 or higher (x64 edition) Microsoft Windows Server 2008 R2 Service Pack 1 or higher (x64 edition) Additional Software All of the following: Microsoft.NET Framework 3.5 Service Pack 1 Version or later of Microsoft Exchange Server MAPI Client and Collaboration Data Objects Limitation: neither Microsoft Outlook nor Exchange Server 2003 Management Tools must be installed. Microsoft PowerShell 2.0 Exchange 2010 Management Tools with the latest available updates (see the note below for details) NOTE: Exchange 2010 Management Tools are required only for agent hosts where Calendar Synchronization Agent, Mail Source Agent (Remote User Collections only), or Mail Target Agent instances processing Exchange 2010 servers are installed. Note that installation of Exchange 2010 Management Tools requires Active Directory schema extension. If that is not appropriate, install those agents on the agent host associated with the target Exchange Server For agent hosts associated with Exchange Server 2010 Requirement Platform Details One of the following: AMD 64 Intel EM64T Operating System One of the following: Microsoft Windows Server 2012 R2 (x64 edition) Migration Manager Agent Servers 19

20 Requirement Details Microsoft Windows Server 2012 (x64 edition) Microsoft Windows Server 2008 Service Pack 1 or higher (x64 edition) Microsoft Windows Server 2008 R2 Service Pack 1 or higher (x64 edition) Additional Software All of the following: Microsoft.NET Framework 3.5 Service Pack 1 Version or later of Microsoft Exchange Server MAPI Client and Collaboration Data Objects Limitation: neither Microsoft Outlook nor Exchange Server 2003 Management Tools must be installed. Exchange 2010 Management Tools with the latest available updates Shared Components of Migration Manager for Exchange Microsoft PowerShell 2.0 For agent hosts associated with Exchange Server 2013 Requirement Platform Details One of the following: AMD 64 Intel EM64T Operating System One of the following: Microsoft Windows Server 2012 R2 (x64 edition) Microsoft Windows Server 2012 (x64 edition) Microsoft Windows Server 2008 R2 Service Pack 1 or higher (x64 edition) Additional Software All of the following: Microsoft.NET Framework 3.5 Service Pack 1 Version or later of Microsoft Exchange Server MAPI Client and Collaboration Data Objects Limitation: neither Microsoft Outlook nor Exchange Server 2003 Management Tools must be installed. Additional software required for migration to Microsoft Office 365: o Microsoft.NET Framework 4.0 o Microsoft PowerShell 3.0 Migration Manager Agent Servers 20

21 For agent hosts associated with Exchange Server 2016 or Office 365 (public folder synchronization only) The following requirements apply to agent hosts associated with Exchange Server 2016 or Office 365 which you plan to use for public folder synchronization. Requirements for agent host used for other types of synchronization are described in Migration Agent for Exchange (MAgE). Requirement Platform Details One of the following: AMD 64 Intel EM64T Operating System One of the following: Microsoft Windows Server 2012 R2 (x64 edition) Microsoft Windows Server 2012 (x64 edition) Microsoft Windows Server 2008 R2 Service Pack 1 or higher (x64 edition) Additional Software All of the following: Microsoft.NET Framework 3.5 Service Pack 1 Microsoft Exchange Collaboration Data Objects must not be installed on the agent host Microsoft Outlook bit or Microsoft Outlook bit version must be installed on the agent host. NOTE: The MMEX_PFSA and MMEX_PFTA profiles must be created as described in the Creating Outlook Profiles for Public Folder Synchronization of the following documents: Exchange 2016: Target Exchange 2016 Preparation document Office 365: Migrating to Microsoft Office 365 document IMPORTANT: The Communicate with Exchange Server via Outlook MAPI option must be selected on the General Connection node in the properties of each agent host associated with Exchange Server 2016 or Office 365 on which PFSA or PFTA will be installed. Migration Agent for Exchange (MAgE) Requirements from the following tables apply to standalone servers acting as agent hosts for Migration Agent for Exchange (MAgE). Note that Migration Agent for Exchange cannot be installed on Exchange servers. Hardware Requirements Requirement Platform Details One of the following: Migration Manager Agent Servers 21

22 Requirement Details AMD 64 Intel EM64T Processor Memory (RAM) LAN Bandwidth 2 GHz or higher (before Turbo Boost if applicable) Minimum: 1 CPU core per 2 MAgE instances Recommended: 1 CPU core per each MAgE instance Minimum: 0.8 GB per MAgE instances Recommended: 1.6 GB per MAgE instance Minimum: 100 Mbps Recommended: 1 Gbps TIP: Agent host server with maximum number of 20 MAgE instances running concurrently (10 for mailbox and 10 for calendar processing) must have: 10 CPU cores and 16 GB of RAM (minimum) 20 CPU cores and 32 GB of RAM (recommended) Software Requirements Requirement Operating System Details One of the following: Microsoft Windows Server 2016 (x64 edition) Microsoft Windows Server 2012 (x64 edition) Microsoft Windows Server 2012 R2 (x64 edition) Microsoft Windows Server 2008 R2 Service Pack 1 or higher (x64 edition) Additional Software All of the following: Microsoft.NET Framework 3.5 Service Pack 1 Microsoft.NET Framework 4.5 (installed by default on Windows Server 2012/2012 R2) Version or later of Microsoft Exchange Server MAPI Client and Collaboration Data Objects Limitation: neither Microsoft Outlook nor Exchange Server 2003 Management Tools must be installed. Additional software in case of migration to Microsoft Office 365: Microsoft PowerShell 3.0 Microsoft Online Services Sign-In Assistant for IT Professionals RTW* * To get Microsoft Online Services Sign-In Assistant, go to Migration Manager Agent Servers 22

23 IMPORTANT: Maximum number of MAgE instances per agent host is limited to 20: 10 for mailbox processing and 10 for calendar processing. Migration Manager Agent Servers 23

24 Statistics Portal Server Requirement Platform Details One of the following: Intel x86 AMD 64 Intel EM64T Operating System One of the following: Microsoft Windows Server 2016 (x64 edition) Microsoft Windows Server 2012 (x64 edition) Microsoft Windows Server 2012 R2 (x64 edition) Microsoft Windows Server 2008 Service Pack 1 or higher (x86 edition) Microsoft Windows Server 2008 Service Pack 1 or higher (x64 edition) Microsoft Windows Server 2008 R2 Service Pack 1 or higher (x64 edition) Microsoft Windows 7 Service Pack 1 or higher (x86 edition) Microsoft Windows 7 Service Pack 1 or higher (x64 edition) Additional Software All of the following: Microsoft.NET Framework 2.0 Microsoft Internet Information Services Microsoft Data Access Components (MDAC) 2.6 or later Browser on Client Computer Microsoft Internet Explorer 10.0 or 11.0 NOTES: Scripts and frames must be enabled for Internet Explorer Statistics Portal must be viewed in Compatibility View mode Statistics Portal Server 24

25 Resource Updating Manager Standalone Resource Updating Manager Console Requirement Platform Details One of the following: Intel x86 AMD 64 Intel EM64T Operating System One of the following: Microsoft Windows Server 2016 (x64 edition) Microsoft Windows Server 2012 (x64 edition) Microsoft Windows Server 2012 R2 (x64 edition) Microsoft Windows Server 2008 Service Pack 1 or higher (x86 edition) Microsoft Windows Server 2008 Service Pack 1 or higher (x64 edition) Microsoft Windows Server 2008 R2 Service Pack 1 or higher (x64 edition) Microsoft Windows 7 Service Pack 1 or higher (x86 edition) Microsoft Windows 7 Service Pack 1 or higher (x64 edition) Additional Software All of the following: Microsoft.NET Framework 2.0 Service Pack 1 Microsoft PowerShell 2.0 Resource Updating Toolkit for PowerShell (PowerRUM) Requirement Platform Details One of the following: Intel x86 AMD 64 Intel EM64T Resource Updating Manager 25

26 Requirement Operating System Details One of the following: Microsoft Windows Server 2016 (x64 edition) Microsoft Windows Server 2012 (x64 edition) Microsoft Windows Server 2012 R2 (x64 edition) Microsoft Windows Server 2008 Service Pack 1 or higher (x86 edition) Microsoft Windows Server 2008 Service Pack 1 or higher (x64 edition) Microsoft Windows Server 2008 R2 Service Pack 1 or higher (x64 edition) Microsoft Windows 7 Service Pack 1 or higher (x86 edition) Microsoft Windows 7 Service Pack 1 or higher (x64 edition) Additional Software All of the following: Windows Management Framework 3.0 One of the following: Migration Manager console Standalone Resource Updating Manager console Resource Updating Manager 26

27 Resource Updating Wizards Active Directory Processing Wizard Exchange Processing Wizard SMS Processing Wizard SQL Processing Wizard SharePoint Permissions Processing Wizard Trust Migration Wizard and Site Migration Wizard Active Directory Processing Wizard Requirement Platform Details One of the following: Intel x86 AMD 64 Intel EM64T Operating System One of the following: Microsoft Windows Server 2016 (x64 edition) Microsoft Windows Server 2012 (x64 edition) Additional Software Microsoft.NET Framework 2.0 Microsoft Windows Server 2012 R2 (x64 edition) Microsoft Windows Server 2008 Service Pack 1 or higher (x86 edition) Microsoft Windows Server 2008 Service Pack 1 or higher (x64 edition) Microsoft Windows Server 2008 R2 Service Pack 1 or higher (x64 edition) Microsoft Windows 7 Service Pack 1 or higher (x86 edition) Microsoft Windows 7 Service Pack 1 or higher (x64 edition) Exchange Processing Wizard Requirement Platform Details One of the following: Intel x86 Resource Updating Wizards 27

28 Requirement Details AMD 64 Intel EM64T Operating System One of the following: Microsoft Windows Server 2016 (x64 edition) Microsoft Windows Server 2012 (x64 edition) Microsoft Windows Server 2012 R2 (x64 edition) Microsoft Windows Server 2008 Service Pack 1 or higher (x86 edition) Microsoft Windows Server 2008 Service Pack 1 or higher (x64 edition) Microsoft Windows Server 2008 R2 Service Pack 1 or higher (x64 edition) Microsoft Windows 7 Service Pack 1 or higher (x86 edition) Microsoft Windows 7 Service Pack 1 or higher (x64 edition) Additional Software All of the following: Microsoft.NET Framework 2.0 For processing messages in Exchange 2010 or earlier: version or later of Microsoft Exchange Server MAPI Client and Collaboration Data Objects Limitation: neither Microsoft Outlook nor Exchange Server 2003 Management Tools must be installed. SMS Processing Wizard Requirement Platform Details One of the following: Intel x86 AMD 64 Intel EM64T Operating System One of the following: Microsoft Windows Server 2016 (x64 edition) Microsoft Windows Server 2012 (x64 edition) Microsoft Windows Server 2012 R2 (x64 edition) Microsoft Windows Server 2008 Service Pack 1 or higher (x86 edition) Microsoft Windows Server 2008 Service Pack 1 or higher (x64 edition) Microsoft Windows Server 2008 R2 Service Pack 1 or higher (x64 edition) Resource Updating Wizards 28

29 Requirement Details Additional Software Microsoft.NET Framework 2.0 Microsoft Windows 7 Service Pack 1 or higher (x86 edition) Microsoft Windows 7 Service Pack 1 or higher (x64 edition) SQL Processing Wizard Requirement Platform Details One of the following: Intel x86 AMD 64 Intel EM64T Operating System One of the following: Microsoft Windows Server 2016 (x64 edition) Microsoft Windows Server 2012 (x64 edition) Microsoft Windows Server 2012 R2 (x64 edition) Microsoft Windows Server 2008 Service Pack 1 or higher (x86 edition) Microsoft Windows Server 2008 Service Pack 1 or higher (x64 edition) Microsoft Windows Server 2008 R2 Service Pack 1 or higher (x64 edition) Microsoft Windows 7 Service Pack 1 or higher (x86 edition) Microsoft Windows 7 Service Pack 1 or higher (x64 edition) Additional Software All of the following: Microsoft.NET Framework 2.0 Microsoft Data Access Components (MDAC) 2.7 or later NOTE: SQL Processing Wizard does not require any SQL Server administrative tools to be installed on the computer on which it is run. For a list of SQL server versions that can be processed, see SQL Servers. Prerequisites The following requirements must be met for a successful SQL Server update: Resource Updating Wizards 29

30 1. It is recommended that you run Resource Updating Manager before using SQL Processing Wizard. Otherwise, the wizard will not be able to update rights granted via membership in local groups. 2. It is recommended that you create a backup of the SQL Server before starting the SQL Processing Wizard. 3. The names of all the databases to be processed must conform to the standard Microsoft SQL naming requirements. Please see the Microsoft SQL Server Books online article Rules for Regular Identifiers, for details. 4. Processing errors will appear if the database to be processed is: In Single User mode and there is already a connection to the database In Read-only mode 1. To preserve the consistency of the SQL Server, the wizard will not update the server if any of the databases on the server is in the Suspend or Offline mode. 2. The login used to process the SQL Server versions 2000/2005 must be a member of the sysadmin role. SharePoint Permissions Processing Wizard Requirement Platform Details One of the following: Intel x86 AMD 64 Intel EM64T Operating System One of the following: Microsoft Windows Server 2016 (x64 edition) Microsoft Windows Server 2012 (x64 edition) Microsoft Windows Server 2012 R2 (x64 edition) Microsoft Windows Server 2008 Service Pack 1 or higher (x86 edition) Microsoft Windows Server 2008 Service Pack 1 or higher (x64 edition) Microsoft Windows Server 2008 R2 Service Pack 1 or higher (x64 edition) Microsoft Windows 7 Service Pack 1 or higher (x86 edition) Microsoft Windows 7 Service Pack 1 or higher (x64 edition) Additional Software Microsoft.NET Framework: 4.0 for computers where Microsoft SharePoint Server 2013 or 2016 is installed 2.0 for computers where any older supported version of Microsoft SharePoint is installed Resource Updating Wizards 30

31 Trust Migration Wizard and Site Migration Wizard Requirement Platform Details One of the following: Intel x86 AMD 64 Intel EM64T Operating System One of the following: Microsoft Windows Server 2016 (x64 edition) Microsoft Windows Server 2012 (x64 edition) Additional Software Microsoft.NET Framework 2.0 Microsoft Windows Server 2012 R2 (x64 edition) Microsoft Windows Server 2008 Service Pack 1 or higher (x86 edition) Microsoft Windows Server 2008 Service Pack 1 or higher (x64 edition) Microsoft Windows Server 2008 R2 Service Pack 1 or higher (x64 edition) Microsoft Windows 7 Service Pack 1 or higher (x86 edition) Microsoft Windows 7 Service Pack 1 or higher (x64 edition) Resource Updating Wizards 31

32 Processed Platforms Source and Target Domain Controllers Source and Target Exchange Organizations Resource Updating Manager Systems Management Servers SQL Servers SharePoint Servers Source and Target Domain Controllers Requirement Platform Details One of the following: Intel x86 AMD 64 Intel EM64T Operating System One of the following: Microsoft Windows 2000 Service Pack 4 or higher Microsoft Windows Server 2003 Service Pack 1 or higher (x86 edition) Microsoft Windows Server 2003 Service Pack 1 or higher (x64 edition) Microsoft Windows Server 2008 Service Pack 1 or higher (x86 edition, including Server Core) Microsoft Windows Server 2008 Service Pack 1 or higher (x64 edition, including Server Core) Microsoft Windows Server 2008 R2 Service Pack 1 or higher (x64 edition, including Server Core) Microsoft Windows Server 2012 (x64 edition, including Server Core) Microsoft Windows Server 2012 R2 (x64 edition, including Server Core) Microsoft Windows Server 2016 (x64 edition, including Server Core) IMPORTANT: Attributes selected as DSA matching service attributes (admindisplayname and extensionattribute15 by default) must be indexed in the Active Directory schema. Indexing is configured in the Active Directory Schema MMC snap-in, by the Index this attribute in the Active Directory option in the attribute properties. Processed Platforms 32

33 Source and Target Exchange Organizations On-Premises Migration On-premises Exchange migration involves moving mailboxes (including calendars and free/busy status information) and public folders. The following table shows the supported paths for on-premises migration. For details about the specifics of mailbox, calendar and public folder synchronization, including handling of different Exchange versions, see the Mailbox Migration Process and Calendar Synchronization Process topics in the Migration Manager for Exchange User Guide. Source Exchange Organization Target Exchange Organization Microsoft Exchange 2003 Service Pack 2 or later Microsoft Exchange 2007 Service Pack 2 or later Microsoft Exchange 2010 Service Pack 2 Rollup 6 or later Microsoft Exchange 2013 Cumulative Update 10 (CU10) or later Microsoft Exchange 2016 Microsoft Exchange 2003 Service Pack 2 or later Microsoft Exchange 2007 Service Pack 2 or later Microsoft Exchange 2010 Service Pack 2 Rollup 6 or later Microsoft Exchange 2013 Cumulative Update 10 (CU10) or later Microsoft Exchange 2016 Yes Yes Yes No No Yes Yes Yes No No Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Public folder synchronization is NOT supported Public folder synchronization is NOT supported NOTE: Exchange clusters and Exchange database availability groups (DAGs) are supported. Native mailbox move from Exchange 2007 and earlier to Exchange 2016 is not supported by Microsoft. See TIP: How to migrate Exchange 2007 to Exchange 2016 via Native Move below for recommendations. Public folder synchronization from Exchange 2016 to Exchange 2016 is now supported. Processed Platforms 33

34 TIP: How to migrate Exchange 2007 to Exchange 2016 via Native Move In order to migrate Exchange 2007 to Exchange 2016 via Native Move, use Exchange 2010 or Exchange 2013 as an intermediary migration step. Install Exchange 2010 or Exchange 2013 in your Exchange 2007 environment. Perform the migration from Exchange Migrate the resulting Exchange 2010 / 2013 to Exchange Cloud Migration Mailbox, calendar and public folder synchronization to Microsoft Office 365 can be performed from the following Exchange versions: Microsoft Exchange 2016 Microsoft Exchange 2013 Service Pack 1 or later Microsoft Exchange 2010 Service Pack 2 Rollup 6 or later Microsoft Exchange 2007 Service Pack 2 or later Microsoft Exchange 2003 Service Pack 2 or later NOTE: Migration Manager also supports certain migration scenarios that involve hybrid deployments as migration destination. For detailed information, refer to the Hybrid Migration Scenarios section of Migrating to Microsoft Office 365 document. NOTE: Migration to Office 365 China tenants (operated by 21Vianet) and Office 365 Germany tenants (operated by T-Systems) is not supported. Resource Updating Manager 1. Resource Updating Manager can update computers running one of the following operating systems: Windows 2000 Windows XP (x86 and x64 editions) Windows Server 2003 (x86 and x64 editions) Windows Vista (x86 and x64 editions) Windows 7 (x86 and x64 editions) Windows Server 2008 (x86 and x64 editions) Windows Server 2008 R2 (x64 edition) Windows 8.1 (x86 and x64 editions) Windows Server 2012 (x64 edition) Windows Server 2012 R2 (x64 edition) Windows 10 (x86 and x64 editions) Windows Server 2016 (x64 edition) Processed Platforms 34

35 NOTE: On computers running Windows Vista or Windows 7, before you start resource processing, you are required to set the Remote Registry service startup type to Automatic (for example, using Group Policy). To process computers running Windows Server 2008 R2 Server Core without the WOW64 feature installed, you must either configure the Process computers remotely option or run Vmover (x64 edition) directly on these computers. Resource Updating Manager does not support processing of Dynamic Access Control (DAC) on computers running Windows 8.1 or higher and Windows Server 2012 or higher. 2. Resource Updating Manager supports processing of IIS up to version To process COM+ permissions remotely configure the following: Install the COM+ Network Access feature on computers running Windows Server 2008 or Windows Server 2008 R2. To install the COM+ Network Access feature in the Application Server role, use Server Manager. Configure firewall settings to allow COM+ Network Access, as follows: on computers running Windows Server 2008 enable the COM+ Network Access predefined firewall rule; on computers running Windows Server 2008 R2 enable the COM+ Network Access and COM+ Remote Administration predefined firewall rules. NOTE: On computers running Windows Vista and Windows 7, relevant predefined firewall rules are not available. Systems Management Servers The SMS Processing Wizard processes the following Systems Management Servers: Microsoft Systems Management Server 2003 Microsoft System Center Configuration Manager 2007 SQL Servers The SQL Processing Wizard processes the following SQL servers: Microsoft SQL Server 2000 Microsoft SQL Server 2005 Microsoft SQL Server 2005 Express Microsoft SQL Server 2008 Microsoft SQL Server 2008 Express Microsoft SQL Server 2008 R2 Microsoft SQL Server 2008 R2 Express Microsoft SQL Server 2012 Service Pack 1 Processed Platforms 35

36 Microsoft SQL Server 2014 Microsoft SQL Server 2016 NOTE: SQL processing wizard does not process aliases on Microsoft SQL Server 2008 or later. SharePoint Servers The SharePoint Permissions Processing Wizard processes the following SharePoint servers: Microsoft Windows SharePoint Services 2.0 (x86 version) Microsoft SharePoint Portal Server 2003 (x86 version) Microsoft Windows SharePoint Services 3.0 Service Pack 1 (x86 or x64 version) Microsoft Office SharePoint Server 2007 (x86 or x64 version) Microsoft SharePoint Server 2010 Microsoft SharePoint Server 2013 Microsoft SharePoint Server 2016 Processed Platforms 36

37 Firewalls and Security Since the Migration Manager agents are installed and updated from the console over RPC and the agents transfer data directly between source and target servers over RPC as well, RPC traffic must be allowed over the routers separating the subnets. Make sure that the following ports are open on workstations, servers, routers, and firewalls: 135 and For the comprehensive list of port requirements for most of the Migration Manager components, refer to the Migration Manager Required Ports document. NOTES For more detailed information on what ports and protocols Microsoft operating systems and programs require for network connectivity, refer to Microsoft Knowledge Base article : Service overview and network port requirements for the Windows Server system. You can use the DCDiag and NetDiag utilities from Windows Support Tools to test network connectivity. To install Windows Support Tools, run Setup.exe from the \SUPPORT\TOOLS folder of Windows distributive CD. For more information about the utilities, refer to their online help and other documentation. In Windows XP Service Pack 2, Microsoft introduced the Security Centre, which includes a client-side firewall application. The firewall is turned on by default and configured to filter the packets sent to the ports , and 445. These ports are used by the File and Printer Sharing service that must be installed and running on the computer to be updated. IMPORTANT: In order to successfully update Windows XP Service Pack 2 and Windows Vista computers from Resource Updating Manager, the File and Printer Sharing service must be added to the firewall Exceptions list and ports and 445 must be unblocked. For more information on resource processing requirements, refer to Migration Manager for Active Directory Resource Processing Guide. When granting the required permissions to the administrative accounts in Active Directory, you should also make sure that permissions inherited from the parent are not blocked at any level in your Active Directory. Firewalls and Security 37

38 Ports Used by General Migration Manager Components This section describes ports required by Migration Manager components related to both Active Directory and Exchange migrations, as follows: Ports Used by Migration Manager Console Ports Used by ADAM/AD LDS Instance Ports Used by SQL Server Ports Used by Statistics Portal Ports Used by Migration Manager Console The following table lists ports required to be opened between Migration Manager Console and the other Migration Manager components so that Migration Manager Console is be able to communicate with those components properly: Direction of Communication Port Protocol(s) Communication with Outbound 80 TCP/UDP Statistics Portal and Microsoft Office TCP/UDP Statistics Portal (if configured) and Microsoft Office TCP/UDP Source and target domain controllers 3268 TCP Source and target global catalogs User-configured (default ports:389, 636, if available) TCP/UDP ADAM/AD LDS instance 135 TCP/UDP DSA server, all Exchange servers and agent hosts 137 TCP/UDP 138 UDP 139 TCP 445 TCP/UDP TCP/UDP 1433 TCP SQL server (default SQL port) Ports Used by General Migration Manager Components 38

39 Ports Used by ADAM/AD LDS Instance The following table lists ports required to be opened between ADAM/AD LDS instance and the other Migration Manager components so that ADAM/AD LDS instance is be able to communicate with those components properly: Direction of Communication Port Protocol(s) Communication with Inbound User-configured (default ports:389, 636, if available) TCP/UDP Mail Source Agents, Directory Synchronization Agents, Calendar Synchronization Agents and Migration Manager Console Ports Used by SQL Server The following table lists ports required to be opened between SQL server and the other Migration Manager components so that SQL server is be able to communicate with those components properly: Direction of Communication Port Protocol(s) Communication with Inbound 1433 TCP Migration Manager Console, Statistics Collection Agent and Statistics Portal, Migration Agent for Exchange (MAgE) Ports Used by Statistics Portal The following table lists ports required to be opened between Statistics Portal and the other Migration Manager components so that Statistics Portal is be able to communicate with those components properly: Direction of Communication Port Protocol(s) Communication with Inbound 80 TCP/UDP Migration Manager Console or any web browser 443 TCP/UDP Migration Manager Console or any web browser (if configured) TCP/UDP SQL server Ports Used by General Migration Manager Components 39