Office 365 Exchange Online Migration Overview

Catapult Overview An independent wholly owned subsidiary of CSI since 2013

Privately founded in 1993, Austin Texas Headquarters

550+ employees (U.S.)

Delivered over 5,000 client engagements

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Application Integration

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What is Office 365?

Exchange Online

SharePoint Online

What is Office 365?

LyncOnline

Office 365 ProPlus Project Online Visio Pro for

Office 365

Latest productivity services in Microsoft’s public cloud + the latest apps

Choose the right Identity Management options

Core identity scenarios with Office 365

Cloud Identity

Single identity in the cloud Suitable for small organizations with no integration to on-premises directories

Directory & Password Synchronization*

Single identitysuitable for medium and large organizations without federation*

Federated Identity

Single federated identity and credentials suitable for medium and large organizations

Cloud Identity

Spreadsheet

CSV Import

Office Activation Service

Office 365 Admin Portal

Exchange Mailbox Access

…

Windows Azure Active Directory

OAuth2

SAML-P

WS-Federation

Metadata

Graph API

Authentication

Auth

ori

zati

on

On Premises

Directory & Password Sync

Active Directory

DirSync

Windows Azure Active Directory

OAuth2

SAML-P

WS-Federation

Metadata

Graph API

Office Activation Service

Office 365 Admin Portal

Exchange Mailbox Access

…

Authentication

Auth

ori

zati

on

On Premises

Federated Identity

Active Directory

DirSync

Windows Azure Active Directory

OAuth2

SAML-P

WS-Federation

Metadata

Graph API

Active Directory Federation Services

One way trust

Office Activation Service

Office 365 Admin Portal

Exchange Mailbox Access

…

Authentication

Auth

ori

zati

on

Exchange Online Migrations

Migration optionsMigration

IMAP migrationSupports wide range of email platforms

Email only (no calendar, contacts, or tasks)

Cutover Exchange migration Good for fast, cutover migrations

No Exchange upgrade required on-premises

Staged Exchange migrationNo Exchange upgrade required on-premises

Identity federation with on-premises directory

MigrationHybrid deployment

Manage users on-premises and online

Enables cross-premises calendaring, smooth migration, and easy off-boarding

IMAP migration

Cutover migration

Staged migration Hybrid

Exchange 5.5 X

Exchange 2000 X

Exchange 2003 X X X X*

Exchange 2007 X X X X

Exchange 2010 X X X

Exchange 2013 X X X

Notes/Domino X

GroupWise X

Other X

* Additional options available with tools from migration partners

Cutover vs. stagedCutover

Cutover is designed for small/fast migrations to Office 365.

Mailbox data and address book data is synced from on-premises to Exchange Online via Outlook Anywhere (RPC over https).

As the name sounds it’s an “all at once” move.

Limited to a maximum of 1000 mailboxes total.

StagedStaged uses the same migration engine as cutover but in conjunction with Office 365 directory synchronization to allow you to move a few users at a time.

Mailbox data is copied via Outlook Anywhere.

Users/contacts & groups are synchronized via Directory Sync.

Exchange 2010 or later is not supported (but hybrid based moves are).

Cutover migration server roles

On-premises Exchange organization

Existing Exchange environment (Exchange 2003 or later)

Office 365Users, contacts & groups via Outlook Anywhere (NSPI)

Mailbox data via Outlook Anywhere (MAPI)

Staged migration server roles

On-premises Exchange organization

Existing Exchange environment (Exchange 2003 or 2007)

Office 365

Users, contacts & groups via Outlook Anywhere (NSPI)

Mailbox data via Outlook Anywhere (MAPI)

Office 365 Active

Directory synchronization

Staged vs. cutover summaryCutover is all at once.

Staged is a few users at a time.

Both use the Outlook Anywhere protocol (rpc over https) to copy mailbox data from on-premises to the cloud.

Both work for Exchange 2003 and 2007 deployments without upgrades.

Both staged and cutover are copies of the mailbox and require a new Outlook profile and download offline folders.

Hybrid overview

Federation trust

Integrated admin experience

Native mailbox move

Secure mail flow

Delegated authentication for on-premises/cloud web services

Enables free/busy, calendar sharing, message tracking & online archive

Online mailbox moves

Preserve the Outlook profile and offline folders

Leverages the Mailbox Replication Service (MRS)

Manage all of your Exchange functions, whether cloud or on-premises from the same place; Exchange Administration Center

Authenticated and encrypted mail flow between on-premises and the cloud

Preserves the internal Exchange messages headers, allowing a seamless end user experience

Support for compliance mail flow scenarios (centralized transport)

On-premises Exchange organization

Hybrid server roles

Existing Exchange environment (Exchange 2007 or later)

Office 365 Active Directory synchronization

Exchange 2013 client access & mailbox server

Office 365

User, contacts, & groups via dirsync

Secure mail flow

Mailbox data via Mailbox Replication Service (MRS)

Sharing (free/busy, Mail Tips, archive, etc.)

How to pick a migration solution

Cutover

Staged

Hybrid

Migration solutions

small medium largeOrganizational size in users

<1 week 2 weeks 3 weeks several months

Time for migration incl. planning

none mailflow/GALSync free/busy, archive in cloudFeatures

DeploymentCutover & staged

Cutover deployment process

Sign up for Office 365

Register your

domains with Office

365

Publish Outlook

Anywhere

Create a migration

service account,

assign permissions

Commonly already enabled for remote access

Staged deployment process

Sign up for Office

365

Register

your doma

ins with

Office 365

Deploy

Office 365 Directory Sync

Publish

Outlook Any

where

Create a

migration

service accoun

t, assign permissions

DeploymentHybrid

Hybrid deployment process

Sign up for Office

365

Register domains with Offic

e 365

Deploy

Office

365 Directory Sync

Install Exchan

ge 2013

CAS & MBX

Servers (Edge opt)

Publish the CAS Server(Assign

SSL certificat

e, firewall rules)

Run the Hybrid Wizard

Exchange specific deployment tasks(deep dive on next slide)

General Office 365 deployment tasks Configure Connection

Exchange 2013 hybrid deploymentFrom an existing Exchange 2007 or 2010 environment—no Edge Transport server

Clients Office 365autodiscover.contoso.com

mail.contoso.com

E2010 or 2007 Hub

E2010 or 2007 CAS

E2010 or 2007 MBX

E2013 CAS

E2013 MBX

Exchange 2010 or 2007 Servers

Intranet site

SP/RU SP/RU

Internet-facing site

1. PrepareInstall Exchange SP and/or updates across the ORG

Prepare AD with E2013 schema

2. Deploy Exchange 2013 serversInstall both E2013 MBX and CAS servers

Set an ExternalUrl and enable the MRSPRoxy on the Exchange Web Services vdir

3. Obtain and Deploy CertificatesObtain and deploy certificates on E2013 MBX and CAS servers

4. Publish protocols externallyObtain and deploy certificates on E2013 MBX and CAS servers

5. Switch autodiscover namespace to E2013 CASChange the public autodiscover DNS record to resolve to E2013 CAS

6. Run the Hybrid Configuration Wizard

7. Move mailboxes

1 2

3

EWS SMTP4

5

6

7

1 2

3

45

6

Tools to get preparedExchange Remote Connectivity Analyzer

https://www.testexchangeconnectivity.com/

Exchange Client Network Bandwidth Calculator

http://gallery.technet.microsoft.com/Exchange-Client-Network-8af1bf00

PST Capture Downloadhttp://www.microsoft.com/en-us/download/details.aspx?id=36789

PowerShell Scriptshttp://technet.microsoft.com/en-us/library/hh974318.aspx

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So What's Next???Vincent ReedyVincent.Reedy@CatapultSystems.com(813) 283-0656 Office(727) 224-0178 Cell

Christina BoeChristina.Boe@CatapultSystems.com(813) 283-0645 Office(813) 310-9741 Cell