top five office 365 migration headaches and how to avoid them
TRANSCRIPT
J. Peter Bruzzese Office Servers and Services MVP (7x awardee)
(Exchange/Office 365 MVP) Certifications:
Microsoft Certified TrainerTriple-MCSE (MCSE for NT 4.0/2000/2003)MCITP: Messaging (2007, 2010 and 2013)
Co-Founder of ClipTraining.com and ConversationalGeek.com Technical author with over a dozen books sold internationally Technical speaker for Techmentor, Connections, MEC and TechEd/Ignite Journalist for MSExchange.org, Redmond Magazine (and others) Journalist for InfoWorld (Enterprise Windows column) and Petri.com Instructor for Pluralsight on Exchange 2010/2013/2016/O365 courses Strategic Technical Consultant for Mimecast
• First, we’ll go through 5 migration headaches• Note: Each will have a real-world anecdote connected
• Second, we’ll hear from Quest and learn more about their migration methodology to help eliminate those headaches
• Finally, we’ll do a Q&A
Agenda
• The move to Office 365 requires decisions on your part:• What kind of migration? (cutover, hybrid – SSO?)• Will I perform my own migration or use a third-party software
solution to assist? • Will I pull in consultants for discover and configuration
assistance?
• The Misinformation Bifurcation• One organization with 1500 mailboxes thought they could
cutover to Office 365 in a weekend #howbigareyourmailboxes? #multitenentmeansthrottling!
Headache 1: Planning Stress and Misinformation
• There is pre-migration prep work you MUST do:• Clean up your AD before you begin the process of
synchronization • Microsoft provides a free tool called IDFix (basic tool)
• PSTs may also be a concern (need to locate and resolve)• Public Folder migration prep work
• The Two Day Bunker Verification• A 100,000 mailbox migration strategy session to ensure they
company didn’t miss anything
Headache 2: Preparation Gotchas
• Many are still working with Lotus or moved to Gmail and now want to switch over to Office 365
• Data can be moved but configuration settings will not be preserved (no 1-to-1 migration)
• May be best to seek a third-party to assist
• The Lotus Notes Displacement• Company acquisition of a 3000 mailbox Lotus environment• Used a cloud archive solution to assist
Headache 3: Lotus/Gmail Migrations
• Most legacy archives will not work (or not work well) with Office 365 and so decisions have to be made
• How to handle? Move to a cloud archive? Move to Office 365? Does Office 365 have an eDiscovery solution to meet my compliance needs?
• The “Archive in the Closet” Decoupling• Company had an archive solution on-prem and one of their
options was to unplug it and put it in the closet rather than worry about rehydrating the data and moving it
Headache 4: Legacy Archive Data
• You don’t know what you don’t know – so learn as much as you can
• Gaps – Security, Availability, Compliance, Monitoring, Backups etc.
• The “No Backups?!” Hesitation• Lack of comfortability over the inability to do a point-in-time
restore (aka the Legal Hold Insufficiency)
Headache 5: Day After Gotchas
Quest Solutions for Office 365Jeff Shahan, Sr. Solutions Principle Architect and Migration Subject Matter Expert
Confidential14
Consolidate & restructure AD to properly prepare for Azure AD and Office 365Migration Manager for Active Directory
Migration Manager for AD: Users, computers, servers, permissions and more
“Can you find tools cheaper than Quest to do an AD migration? Sure – you’ll work more to make it run and it won’t expose the skeletons in the closet that need to be addressed. Quest tools are the defacto migration tools because they work, every time.”- Paul Caron, Supervisor – Platform Services, Maine Medical Center
TVID: 74A-164-B27
Confidential15
Key Considerations for Discovery & Analysis
Messaging assessment
• Type, amount & location
• Attachments
• Usage and need
• PSTs / Public folders
• 3rd-party archives
• Encrypted content
• Delegation relationships
• Required functionality
• Leverage native features
• Archive or rebuild app
• Maintenance schedules
• Backup and/or archive
• Recovery plan
• Security concerns
• Compliance mandates
• Prepare for the unknown
• Locations / distribution
• Bandwidth tests
• Mobile devices
Application considerations
Contingency planning
Existing infrastructure
UC Command Suite Assess, clean up and plan for the optimal future environment
Pre
-mig
ratio
n
Pos
t-mig
ratio
nExchange pre-migration insight reports (35 total)Inventory mailboxes User mailbox details Top senders and recipients Mailbox delegates and
permissions
Clean-up and archive data Inactive mailboxes Groups details and activity
Get workforce activity insights
Provide usage reporting
Multi-platform support Exchange Lync/Skype for Business Office 365 Cisco Unified
Communications Manager
Change Auditor for ExchangeHybrid Support – single view of change activity across O365 and on-prem Exchange
Pre-
mig
ratio
n
Du
rin
g t
he
Mig
rati
on
Post
-mig
ratio
nGet visibility into who has access to what to identify possible security gaps and unauthorized access
Discover system performance issues
Prepare access plan for migration consultants or resources
Get visibility into who is making what changes during the migration
Receive live alerts to email and smartphones when critical items are changed (or non-owner mailboxes are accessed)
Provide automated reports to auditors
Mailboxes created and deleted
Users granted access to another mailbox
Shared mailbox logins and access events
Non-owner mailbox activity AND owner (messages sent, read, deleted, folders deleted, etc.)
Confidential24
Why is coexistence critical?
1 Limited or inaccurate directory updates
2Lack of free/busy information between systems
3Inability to reschedule meetings
4Improper handling of meeting cancelations
5 Improper processing of custom recurring meetings
6Incomplete processing of assigned tasks
7Difficulty scheduling resources and conflicts between systems
8 Severed application workflow
These pitfalls = inefficiency,
user disruption and $$$
Confidential26
Post-Migration – Security and Management Solution Value Add in O365 and Azure AD
Active Roles Azure AD and Office 365 provisioning, group management and license management
Change Auditor for Exchange O365 mailbox auditing
Change Auditor for AD Azure AD user/group auditing
Enterprise Reporter for Exchange
Permissions reporting for sensitive individual or shared O365 mailboxes
Recovery Manager for Exchange O365 email e-discovery
Recovery Manager for Azure AD Backup and granular restore for Azure AD and O365 users and groups
UC Command Suite O365 mailbox and user subscription analytics
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Next Steps
Visit us onlineQuest.com/solutions/microsoft-platform-management
• Videos, case studies, product specs, etc.
Try our software• Free 30-day trials (complimentary SC and Support assistance)
• POC – choose Quest Services or your preferred Partner
Join our communityQuest.com/community
• Product betas, how-to videos, discussions, blogs, tips, etc.